Who We Are

 At Manfield Wealth Management Ltd, every client matters, we are a 'people business'.

Advice is bespoke to the individual, based on their own needs, preferences and circumstances and is discussed on a 'face-to-face' basis in person or virtually/postal if more convenient.

We are independent so offer products from the whole marketplace.

Comprehensive research is essential to maintaining a successful portfolio. Our research is grounded by independent professional financial analysis, giving us the ability to create suitable portfolios from up-to-date information, efficiently and accurately. This is then ‘fine-tuned’ to construct a client’s individual portfolio for their investment to match their agreed investment strategy.

 
Our approach involves working with professional market analysts. These are changeable if we feel our independent due diligence requires. The companies we prefer to use are based on service, cost and financial performance.

We also carry out our own due diligence on platforms, offshore and onshore investment bonds and collective investments.

In line with recent FCA guidance, we can avoid particular areas of concern with your portfolio, such as companies that invest heavily in tobacco or gambling for example if you so wish, and concentrate more on sustainable resource investing, such as ‘low carbon consuming companies’.

Each time we ‘rebalance’ your portfolio, you will benefit from the most up-to-date information we have, from professional research companies and again bespoke to your own strategy. When using our blended portfolio approach rebalancing is typically quarterly.

Manfield Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority

The Financial Conduct Authority does not regulate Will writing, and taxation and trust advice 

We are entered on the Financial Services Register No 923347 at https://register.fca.org.uk/

Manfield Wealth Management Ltd. Registered in England No. 12217582. Registered Address: as below;

Regus House, 4 Admiral Way, Doxford International Business Park, Sunderland SR3 3XW

Your capital is at risk when investing and you may get back less than your original investment

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

In order to to raise consumers’ awareness of the information that is available to them, we suggest that you also consider visiting the FCA’s consumer website “The Money Advice Service”: