Our Vision.
As independent financial advisers, our success comes from a deep understanding of your needs and an appreciation for how that can affect those around you.
Our approach: it's what makes us different
As a small independent team of financial advisers, Dentons Wealth offers a more personalised approach to your financial planning, from investments through to retirement planning.
As a small independent financial adviser we believe in giving our clients a personalised service. We really get to know you so we can give you the best financial advice on all areas of your finances – including investments, pensions, later life care, mortgages and tax planning.
We work hard to understand where you are today, where you want to get to and creating a plan to help you achieve your financial goals.
We believe it is about building your trust and making you feel at ease with our professional and experienced financial advisers.
As an independent company we have the freedom to focus on highly personal financial planning. One that's built upon competence and trust in a highly regulated industry.
How Dentons Wealth achieves this:
Clear service proposition - We work hard to make sure you understand how we will look after you and your money. We'll keep you informed with regular newsletters and investment valuations. Find out more.
Transparent fee structure - We explain everything up front to make sure there are no hidden charges and our initial meeting with you is free.
Personal approach - Our relaxed and friendly staff will prove that you're not just another client. You'll have a dedicated contact that will be easy to get hold of. There's one telephone number and no queuing. Our dedication to high levels of client service allows us to differentiate ourselves from our competitors.
Specialist portfolio management - Following detailed research, we build bespoke, risk-rated portfolios for all clients that are actively monitored and switched when appropriate.
Initial meeting
It's free of charge, lasts one hour and comes with no obligation. We'll ask the questions that give us a better understanding of your personal and financial circumstances; identifying your objectives and building your investment risk profile as well as capacity for loss.
Research and advice
The next step is to put together a comprehensive report that outlines our recommendations. This includes complex research across financial markets with reference to your personal circumstances including your overall strategy. Throughout the process you will have unlimited access to a designated specialist Independent Financial Adviser before we explain our proposal at a second face-to-face meeting.
Implementation
If you decide to proceed with our recommendations, implementation and set up fees will apply. This covers completion of all paperwork, updates of progress, dealing with product providers, the cost of administration and compliance, client protection fees, creating database records and entry into our ongoing services.
Our approach.
Client service.
We've always taken pride from the customer service we deliver and have a clearly defined client service and advisory charges proposition.
In the community.
Dentons Wealth has always been keen to support local community through sponsorship activities including local companies and sports clubs.
Awards.
In addition to being short-listed for Professional Adviser Awards 'Best Adviser - South East' in 2017, 2015 and 2014 from over 200 entries, we have also been shortlisted for "The Mortgage Awards 2019 - specialist broker of the year".
