Darwin Wealth Management Ltd is a qualified firm set up in 2005. With a client-centered approach, we aspire to be Shropshire’s premier fee-based Personal Financial Planning practice. Our type of firm is sometimes termed ‘New Model Adviser’.
Our office is easy to get to, you can park right outside and there’s plenty of hot tea & coffee!
We have grown the business over the years by professional referral and personal recommendations. However, through controlled growth and timely expansion we remain focused to provide a highly personalised and individually tailored service for our existing clients and warmly welcome new clients to our small efficient and happy firm. We’ve created an environment of friendly professionalism so you’ll feel comfortable talking about your plans for the future. And between us, we have a wealth of experience and knowledge to help you achieve your aspirations. Our clients cite good advice, honesty, professionalism, and integrity as qualities Darwin Wealth demonstrates.
We give bespoke, detailed advice within a consistent robust process to create an individual comprehensive financial plan so that everything fits together to meet clients’ objectives in life. We have developed a high-level expertise in investment, retirement and tax planning for those with simple or more sophisticated requirements.
All our advice is fee-based and paid for rather than relying on commissions from product sales. We feel that this is fair and clear for all concerned. We are passionate about the importance of financial planning and as a team, we strive for excellence through the service we deliver.
We are a team of highly qualified, experienced individuals who put their clients at the heart of the business and deliver an ongoing service of the highest quality that we know our clients, who are at the heart of all that we do, truly value. As a demonstration of our commitment to client excellence, we recently commissioned an external organisation to develop and deliver a customer feedback questionnaire. We then reviewed our proposition and client engagement in light of our client’s comments.