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 based on mutual trust and understanding. As a client of NW Brown, you will benefit from a relationship with a dedicated member of our wealth management team. Your wealth manager will take time to build up a comprehensive picture and understanding of your circumstances, carefully establishing your investment objectives and the level of risk you want to take. We will design and agree with you a bespoke strategy to meet your specific needs, which we then keep under regular review to make sure that it remains right for you as your financial priorities change.
Our initial meetings are provided free of charge and without obligation.
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.)