CSR

Welbeck  Wealth Management is committed to making a difference to people’s lives. As well as helping our clients we have also taken on board the ever growing idea of Corporate Social Responsibility that encourages businesses to put something back into their local environment.

Last year we joined up with The Heart of the City program which is run by the Lord Mayor of London in conjunction with Eddie George (ex Bank of England). With help from this program we have managed to increase its understanding of what Corporate Social Responsibility actually means and has started to put a program into place.

We have also linked ourselves with the City of London Sports Development Council in a project to coach kids tag rugby. There are many comparisons that can be made between the ethos of the sporting world and a company of hungry, hard working ‘sales’ people such as ourselves. Both require dedication and focus, both use target and goal settings, both require self-motivation and the ability to work independently as well as together in teams, offering help and support to each other.

Consulting
Consulting

Financial Services Company that can help you protect and increase both your existing and future financial well being.

Solutions
Solutions

Helping high net worth individuals and sophisticated investors be as tax efficient as possible.

Mortgage
Mortgage

For all your mortgage needs including first time buy,buy to let and re-mortgage with a regular review process.

Business
Business

Helping you with all you business finance from start-up through to sales and acquisitions.

Independent
Independent

With access to the whole of the market we can source products that compliment your existing financial planning package.