Investment & Wealth Management Services Tailored to You

Enjoy a Secure & Prosperous Financial Future

Investment & Wealth Management Services Tailored to You

Enjoy a Secure & Prosperous Financial Future

Investment & Wealth Management Services Tailored to You

Enjoy a Secure & Prosperous Financial Future

Achieve your financial goals with advice you can trust

Grow your wealth. Plan for retirement. Save for the benefit of future generations.

Whatever goal you are striving for, our expert advisers will assess your current and future needs before creating a tailored solution to your exact requirements.

Inspired by wisdom, prudent strategy and valuable insight

Protect your capital and increase your assets with a strategic financial plan from Minerva Wealth Management.

Established in 2009, we are an independent financial advisory firm inspired by Minerva - the Greek goddess of wisdom, strategy and justice.

Often depicted by an owl in Greek mythology, Minerva was renowned for her intellect, strategic thinking and foresight – qualities which represent all of the financial management skills we value deeply.

Just as Minerva protected and guided those under her care, we strive to provide insightful guidance and prudent investment strategies to safeguard your financial future.

Our Specialist Financial Services

We are independent specialists in bespoke wealth management, offering expert guidance to help individuals, families and business owners achieve their personal financial aspirations.

Pension Planning

Achieve financial security with expert pension planning that delivers peace of mind for your retirement.

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Investment Advice

Maximise your financial potential with expert investment advice – tailored to your goals & risk tolerance.

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Financial Review

Gain clarity and control over your finances with a comprehensive financial review to align your plans with your goals.

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Retirement Options

Explore tailored retirement options to secure a comfortable future with strategies designed to optimise income and manage risks.

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Why Choose Us?

Transparent Fee Structure

For complete clarity, our services and costs are clearly outlined in advance before you enter any agreement. No surprises, no hidden charges.

Independent, Unbiased Advice

As a privately-owned firm, we offer impartial advice and our recommendations are based on a thorough market analysis - tailored to your specific situation.

Experience You Can Trust

Our team have managed millions in assets and continually enhance their knowledge to navigate even the most complex financial scenarios.

Our 3-Step Process to Financial Success

Start your journey to financial security with straightforward and stress-free advice.

1. Discovery Meeting

Start with a friendly, no-obligation chat where we get to know you, your goals and your current financial situation. Whether it’s planning for retirement, managing investments or structuring your financial future, we’ll explore ways to help.

2. Research & Proposal

Using our expertise and access to unique markets, we research the best options tailored to your needs and objectives. Once complete, we’ll present a personal action plan outlining our fees (for complete transparency) and recommendations.

3. Personal Financial Advisor

Engage with us and we’ll become your dedicated financial advisor, delivering advice and strategies designed to suit you're specific goals. As your needs and circumstances evolve, so will our guidance – to keep your financial plan on track.

Keen to explore your options? Speak to our experts 0800 077 8980

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