Planning for the future you want is like taking your first step on a long road.
Life can be messy, full of uncertainty and change, but with Trusted Wealth you have a friendly, experienced, financial guide alongside you on that journey.
Defined Benefit Pension Transfer
Offering the gold standard in FCA authorised pension transfer advice. We’ll review the pension you have against the lifestyle you want to create a real-world tested plan for your future.LEARN MORE
Financial planning personalised for your present, future, retirement and beyond. Savings & Investments, Pensions & Retirement, Estate & Legacy Planning and Protecting Your Wealth.LEARN MORE
Perfecting benefit strategies and helping you look after the financial health of your workforce. Creating, refining or updating your pension scheme and providing one-to-one or group staff financial advice.LEARN MORE
ACCREDITATIONS & ASSOCIATIONS
Personal Finance Society
The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK, whose role is to promote ethical behaviour, the highest standards of professionalism for technical knowledge and client service for the ultimate benefit of the profession and consumers alike.Learn more
Society of Later Life Advisers
The Society of Later Life Advisers (SOLLA) accreditation scheme is audited and endorsed by the standard setting body the Financial Skills and Legal Partnership (FSLP). Individual financial advisers who gain the SOLLA accreditation have demonstrated a high level of knowledge and expertise in the area of later life financial planning. The consumer organisation Which? and many local authorities recommend that individuals looking for advice in more complex areas of financial planning such as paying for care or equity release seek advice from an accredited SOLLA adviser.Learn more
Pension Transfer Gold Standard
The Pension Transfer Gold Standard is a code of best practice voluntarily adopted by regulated financial firms and advisers offering specialist advice on pension transfers. In particular the Standard covers financial advice on transfers from pension schemes that have protected or guaranteed benefits. Financial firms and advisers who adopt the Standard adhere to a set of principles over and above those they are required to follow by regulation.Learn more
Chartered Institute of Securities and Investments
The Chartered Institute for Securities & Investment (CISI) is a professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.Learn more
Financial Vulnerability Taskforce
The Financial Vulnerability Taskforce (FVT) is a professional body covering the Personal Finance, Insurance and wider Financial Services Sector. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.Learn more
B Lab is the non-profit network transforming the global economy to benefit all people, communities and the planet. Created in 2006, its mission is to inspire and enable people to use business as a force for good.Learn more
Business Against Scams
Friends Against Scams is a National Trading Standards Scams Team initiative, which aims to protect and prevent people from becoming victims of scams by empowering people to take a stand against scams.Learn more
Friends of Dementia
Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition.Learn more
"Financial planning is about more than making money –it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management."
FOYSOL HUSSAIN, FOUNDERLEARN MORE
YOU CAN PUT YOUR TRUST IN
We take a scientific approach with a human touch to everything we do. Our independence gives us a whole-of-market reach and our cutting-edge software helps us to regularly stress-test your plans against real-world risks.
Decades of experience, FCA authorised and signed up to the industry’s leading gold standard codes of conduct. Market-leading experts in Defined Benefit Pension Transfers and experienced in all aspects of financial planning.
We’re here to make a difference, one piece of good financial advice at a time. Our sights are set on something more important than the plans we’ll help you make… it’s about the lifestyle this will fund and the people you wish to support.