Expert Financial Advice without the jargon
Navigating your financial future shouldn’t be stressful. At Wilbury Wealth, we offer focussed, stress-free financial planning services and make your goals our top priority. Not sure what your goals are? You’re not alone. Fear not, we’ll work with you to help you prioritise and make a plan, and we’ll help you keep that plan under review and evolving as your circumstances, priorities and needs change.
Sam Murphy
Managing Director
Leo Smallwood
Partner Financial Adviser
We treat everyone as an individual. Wilbury Wealth is LGBTQ+ friendly and we welcome the opportunity to work with individuals from all walks of life and backgrounds
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What we do
Financial Planning
It’s never too early or too late to start planning for your future. Everybody’s circumstances are unique. We take a holistic approach to financial planning, considering your current circumstances, financial arrangements and priorities, to build and maintain a tax-efficient financial plan that will allow you to live a fulfilled life, and even provide a legacy for future generations.
Saving & Investment
Whether you’ve come into some money, are looking to save for your children’s education, or planning a once-in-a-lifetime trip, we’ll assist you in making wise decisions. We’ll take your goals and timeframes into account, develop a financial plan, and provide recommendations to help you invest and grow your money as tax-efficiently as possible.
Pensions & Retirement
Whether retirement is on the distant horizon or fast approaching, getting the right advice can be crucial. We can help you start a new pension for the first time, understand and consolidate existing pensions, analyse your income needs, and make a plan that will allow you to retire and enjoy later life to the full.
Protection
It’s impossible to know what might be around the corner so we’ll help you make arrangements that will allow you and those most important to you to manage the financial impact of life’s twists and turns.
Equity Release
For many our homes are our most valuable asset. We can help you understand your options and unlock the value in your home, whether you want to help younger family members, make the most of retirement, or just stay comfortable in your home.
Working families
Financial planning for pensions turns your retirement dreams into reality, helping you maximise savings and enjoy a worry-free, adventure in your golden years.
High net worth
For high net worth individuals, financial planning is like a treasure map, guiding you through complex wealth, maximising investments, and securing a legacy that sparkles for generations.
Retirement planning
Financial planning for retirement is like building a cushy nest egg so you can finally swap the 9-to-5 grind for beachside margaritas and mid-morning naps.
Whatever you need, whatever your goals or ambitions,
start with Wilbury Wealth
Mortgage Medics Limited (trading as Wilbury Wealth) is an appointed representative of In Partnership, the trading name of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk). Mortgage Medics Limited (trading as Wilbury Wealth) is registered in England and Wales (Company number 06386364). Registered office: 353 Portland Road, Hove, BN3 5SF.
This site is intended for the use of UK residents.
Links on this website may take you to external sites that are not regulated.
Investments – The value of units can fall as well as rise, and you may not get back all of your original investment.
Equity Release – This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.