About Us
Whether you're planning for retirement, growing your business, or securing your family's future, navigating today's complex financial landscape shouldn't feel overwhelming. At Rise Wealth, we provide clear, strategic advice that evolves with your changing circumstances and the markets.
Director
WHAT WE DO
From retirement and pensions to investments and protection, we help you build and secure your wealth at every life stage.
We help you extract wealth tax-efficiently, plan succession, and separate your financial security from business risk.
From NHS pensions and locum income to practice partnerships and early retirement, we know your unique finance challenges.
WHY CHOOSE US
We build long-term partnerships based on trust, transparency, and results. Here’s what makes Rise Wealth different.
We're not tied to any external companies. Our advice is independent and based solely on what's right for you. The advice and solutions we recommend is never influenced by external parties.
We don't give advice at one point in time and leave it at that. We review and adapt your strategy continuously as life, goals, legislation and markets change.
No jargon, no confusion. We explain everything in plain English so you always understand our advice and recommendations clearly and can make informed decisions.
Your plan is built around you, your goals and your circumstances. Bespoke advice, delivered professionally.
As independent advisers, we have access to the entire financial market to find the best solutions for you, we don’t just recommend from a limited selection. If the solution exists, we can access it and recommend it to suit your needs.
Our advisers are qualified to the highest level possible. This ensures you receive the best advice, from those most qualified to do so.
