1 Welcome 2 History 3 Clients 4 Welbeck Consulting Ltd 5 Welbeck Mortgages Ltd 6 Get in touch
The Welbeck Group is the trading name of Welbeck Holdings (London) Ltd which is the Holding Company of Welbeck Consulting Ltd, Welbeck Mortgages Ltd, Welbeck Independent Ltd and Welbeck Wealth Management Ltd.
“Good financial advice comes down to understanding your current commitments and personal objectives. First we invest as much time as it takes to understand your true needs and goals, then we help you get there with minimal hassle.�
GREG KNIGHT MANAGING DIRECTOR, WELBECK GROUP
01 Welcome to the Welbeck Group The Welbeck Group is the trading name of Welbeck Holdings (London) Ltd which is the Holding Company of Welbeck Consulting Ltd, Welbeck Mortgages Ltd, Welbeck Independent Ltd and Welbeck Wealth Management Ltd. Based in the City of London, we are a young, dynamic wealth management company with a can-do attitude to financial advice and investments. From savings and mortgages to tax, retirement planning and much more, we offer personalised solutions built on long-term trust. Our clients are busy people, often knowing what they want but being too busy to do it. We enjoy helping clients to focus on their finances and finding ways to add value: In return, they enjoy the experience of being with Welbeck. Everything starts with an informal, no-commitment review, so why not contact us and start that conversation today?
02 History “We have always brought a different approach to wealth management” Welbeck was founded by a team of experienced financial advisers in 2001 with the aim of becoming one of the City’s leading wealth management consultancies. Our culture is consciously different from traditional financial services companies combining young, dynamic and qualified professionals with consistent high quality advice. By providing uniquely tailored solutions for our clients, Welbeck has grown rapidly. Since 2001, the financial landscape has become much more complex, but we still believe that success is built on knowledge, simplicity, longterm value, integrity and trust. If this approach appeals to you too, we’d love to have a chat about your circumstances and what you’d like to achieve in the future.
03 Clients “I was very impressed and happy with the Pension plan review that Welbeck did for me – really good results. ” At Welbeck we understand that everyone’s busy, and everyone’s priorities are different. So we take time to get to know our clients, often in a relaxed, informal setting. We start with a noncommittal review, asking questions you might not have asked yourself, and helping you bring your finances to the top of your agenda. Because we’re not entrenched in the old ways like many high street advisors and big impersonal banks, we can provide you with innovative thinking and solutions tailored to your personal goals and aspirations. It’s no coincidence that most of our clients tell us they enjoy being advised by Welbeck, and are happy to recommend us to their friends and colleagues - we work hard to make that happen. If you like the sound of a proactive relationship with your financial advisor, get in touch to find out more.
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04 Welbeck Consulting Ltd - Personal Consulting
“When it comes to financial consulting, Welbeck makes things happen” At Welbeck we approach financial consulting differently. By taking time to understand what motivates you personally and professionally, our London-based consultants combine crossdisciplinary experience with a long term view to create tailored strategies for your finances. Contact us today to find out more about our introductory services, including: • • • • • • •
Savings and investment Retirement planning Tax advice Offshore consulting Will writing Inheritance and estate planning Protection
Welbeck Consulting Ltd is an appointed representative of Paradigm Financial Advisers Ltd, The Box, Brooke Court, Lower Meadow Road, Wilmslow, Cheshire, SK9 3ND which is authorised and regulated by the Financial Conduct Authority. Welbeck Consulting Ltd is part of the Welbeck GroupRegistered Office: Welbeck Consulting Limited, 510 Centennial Avenue, Elstree, HERTS WD6 3FG Company no. 08263302 Registered in England
- Corporate Consulting
“Take care of your company like you’d take care of yourself” If building a rock-solid support structure for a successful business were easy, everybody would be doing it. And recent legislation means that even more stringent regulations will shortly be coming into force. Ignorance of the law is no defence, but Welbeck’s experience in handling all benefits-related matters can help you and your company. Contact us today to find out more about our introductory services, including: • • • •
Benefits platforms Company pensions Company protection Corporate investment
Welbeck Consulting Ltd is an appointed representative of Paradigm Financial Advisers Ltd, The Box, Brooke Court, Lower Meadow Road, Wilmslow, Cheshire, SK9 3ND which is authorised and regulated by the Financial Conduct Authority. Welbeck Consulting Ltd is part of the Welbeck GroupRegistered Office: Welbeck Consulting Limited, 510 Centennial Avenue, Elstree, HERTS WD6 3FG Company no. 08263302 Registered in England
05 Welbeck Mortgages Ltd “Your mortgage - the biggest financial commitment of your life�
Mortgages are probably the most important personal financial commitment you’ll ever make, which is why our advisers will only provide advice that’s directly tailored to your needs and aspirations. If there’s a deal on the shelf that fits you perfectly, we’ll help you find it. Otherwise, we’ll work with you to uncover a solution that will be good for you now, next year, and for many years to come.
Contact us today to find out more about our introductory services, including: • • • • • • •
First time purchase Next time purchase Investment purchase Refinance Investment refinance Portfolio lending Remortgage
Welbeck Mortgages Limited is an appointed representative of Legal & General Partnership Services Limited which is authorised and regulated by the Financial Conduct Authority for advising on and arranging mortgages and insurance. Registered address: Welbeck Mortgages Limited, 510 Centennial Park, Centennial Avenue, Elstree, Hertfordshire, England, WD6 3FG, Company No. 07822382
06 Get in Touch “Contact us today for a no-commitment review of your finances� From savings and mortgages to retirement planning and much more, we offer personalised solutions built on longterm trust. We enjoy helping clients to focus on their finances and finding ways to add value: in return, they enjoy the experience of being with Welbeck. Everything starts with an informal, no-commitment review, so why not contact us and start that conversation today?
Welbeck Group 4th Floor City Place House 55 Basinghall Street London, EC2V 5DX T 020 7776 2000 - General enquiries E info@welbeckgroup.co.uk W www.welbeckgroup.co.uk
The Welbeck Group is the trading name of Welbeck Holdings (London) Ltd which is the Holding Company of Welbeck Consulting Ltd, Welbeck Mortgages Ltd, Welbeck Independent Ltd and Welbeck Wealth Management Ltd.