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What's your vision?

Let us explore possibilities, brainstorm strategies, and identify your financial and lifestyle desires

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Helping you consider your ideas for financial
success, and then designing a plan to achieve it

We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years’ combined experience providing bespoke financial planning services to discerning clients. Put simply, we seek to develop strategies that reflect how you want to live now and, in the future.

View our Client Agreement
View our Equity Release Service Agreement
View our Buy To Let Service Agreement
View our Residential Mortgage Service Agreement

To find out more, please contact Concierge Wealth Management
on 01273 917828 or email: enquiries@conciergewealth.co.uk

What are your numbers?

Q: How big a house can I buy?
Q: Will I run out of money when I stop work?
Q: Will I have an inheritance tax bill?
Q: How much should I be saving?
Q: What’s the cost of long term care?

Do these questions sound familiar?

For an initial complimentary meeting to review your unique personal situation and goals please contact us, we look forward to hearing from you.

An attentive advice service that ensures your
financial aspirations are met on target and on time

Whether it’s investing, retirement planning, saving for the future, family protection or estate planning, Concierge Wealth Management has it covered. Our approach is a process of exploring your needs and listening to you, so we can recommend solutions that reflect a balance between your competing desires, needs & choices, ultimately providing you financial success and security.

We love to talk. Speak to a Concierge Wealth Management adviser today.
Contact Us

"Our most fundamental objective is to place our clients into an informed position, thereby allowing them to make completely informed choices and to interrogate the most effective way to bring those requirements into reality"

ADAM MCCALLION
Director of Concierge Wealth Management

The Advice Process

What our clients say

The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas. They took on our enquiry about moving move and turned a dream into reality. We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner.

Stephen Mant, Worthing, West Sussex, Director, SJM Electrical Services Limited

Having been with Concierge Wealth Management for 10 years, they have been excellent in their advice & professional assistance, dealing with my pension, mortgage & investments. They are always available & ready to help. Thank you, Adam & Tracey, for all your help over the years.

Phil Bonetti, Worthing, West Sussex, Proprietor, Bonetti’s Dry Cleaners

I have been with Concierge Wealth Management for 8 years and I am more than pleased with how they have looked after my SIPP Pension and ISAs during this time. I have always felt that I am a very important and valued client rather than just one of a number. From day one I have found Adam to be extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice unreservedly and without any cause for concern whatsoever.

Keith Rowley, Worthing, West Sussex, IT Consultant (Retired)

Concierge Wealth Management provide us with a brilliant and professional service. Not only did they guide us through a minefield of complicated loan issues, but their tenacity in obtaining the funds to suit our specific borrowing requirements was second to none. Not only that, they finalised arrangements within the right period to coincide with our plans – congratulations and our sincere thanks to the Concierge team.

Dave Stanbridge, Worthing, West Sussex, Director, R Barker (Tarring) Limited

We have used Concierge Wealth Management for the seven years we have been in business, for both our corporate and personal needs. They take all the strain out of our financial planning and have never failed to meet, but rather always exceed, our expectations. We would not consider using another firm for financial advice. They are excellent value for money.

James and Robert Brooks, London, Directors, Brooks Estate Agents Limited

We have known Concierge Wealth Management for 10 years. Their advice and professional approach has always been excellent. Whether it be for mortgages, pensions or investments you know that they will look after your interests. We very much look forward to working with them in the future.

John & Kevin Dray, Portslade, East Sussex, Directors, DA Dray & Sons, Electrical Contractors
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