About Us

At Turbin Wealth Management our mission is to help our clients make smart choices about their money, so they can create better futures for themselves and their families.

We understand that every client has a unique situation and needs. Our role is to help you make well-informed decisions about your investments, retirement plans and personal finances.

Our clients have told us they want a one-stop shop but with the best advice. Since "like attracts like", we have developed a network that gives you access to the leading technical specialists in:

• Discretionary Fund Management
• Legal Services
• Equity Release
• Accounting
• Specialist Investment Instruments

We have formed strong alliances with other quality professionals in these areas which means the best advice is only ever a phone call away. Access to our network saves you time seeking out other professionals to assist you in related financial matters.

Our approach to financial planning optimises returns and lowers volatility. Unlike many financial advisory firms we do not believe in trying to "pick funds" ourselves. Instead we utilise expert Discretionary Portfolio Management Services for your benefit and peace of mind.

This means that you have a highly qualified, full time, dedicated portfolio manager. These managers will use their considerable expertise along with the research capabilities usually only available to a large investment group to manage your portfolio on a day to day basis. The whole process is supervised by us as we monitor the performance of your portfolio manager at regular review meetings.

This alliance allows us to focus on what we are best at – helping you create and manage wealth. We achieve this by first understanding your goals and objectives and then preparing, implementing and monitoring a bespoke financial plan designed to take you from where you are to where you want to be.

Our clients are primarily highly successful and influencial business owners who are established for ten years or more, self-employed professionals (usually fifty years or over), and independent women. They want to maximise their financial independence and quality of life. They are financially successful, experienced and prudent investors. They include business owners who have either recently sold or are currently thinking of selling their business as well as individuals who are experiencing a major life transition such as divorce or retirement.

While each of our clients is unique, they all have one thing in common: they want unbiased financial and investment advice from experienced professionals. Our clients look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and want us to help preserve, protect and enhance their financial security.