Personal clients
Providing bespoke solutions to your financial planning and investment needs
At NW Brown we take the time to identify and understand what is important to you

Our service is personalised, focused on your best interest and can cover all areas of your financial life in helping you to structure your finances to achieve your goals.

We work on behalf of a diverse client base consisting of private individuals, trusts and charities.

We believe that a successful working relationship needs to be built on mutual trust and understanding. As a client of NW Brown, you will benefit from a relationship with a dedicated wealth manager, who will take time to build up a comprehensive picture and understanding of your circumstances, carefully establishing your financial objectives. They will design and agree with you a bespoke strategy to meet your specific wealth needs, which will be kept under regular review to ensure that it adapts with you as your financial priorities change.

Our initial meetings are provided free of charge and without obligation.

Our wealth management experts
A group of knowledgeable professionals to work with you every step of the way
meet our wealth management team
Access our insight and track your investments through our digital portal

Our bespoke online client portal allows you to securely view your investment portfolio, track the progress of your financial advice and communicate with our team. With 24 hour access and compatibility with a full range of devices (tablet, mobile and PC) you can manage your finances at a time that suits you. (Gains may not always be in evidence.)

We take the time to understand your underlying objectives and help you reach your financial goals
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