Frizzell Wealth Management

Contact name: Brett Gardner

Email: brett.gardner@sjpp.co.uk

Website: https://www.frizzellwm.co.uk/

Phone: 07500 775 857

In an industry dominated by standardized solutions and impersonal service, Frizzell Wealth Management was born from a simple yet powerful vision: wealth management should be as distinctive and individual as the families we serve, centred on building lasting relationships with a trusted adviser.

Founded by Tom and Holly Frizzell, our story began when they identified a crucial gap in the financial services landscape. Their experience within traditional banking institutions revealed that the conventional, one-size-fits-all approach wasn't serving their clients' sophisticated needs and aspirations.

They envisioned a more refined path—one where wealth management would be truly bespoke, comprehensive, and meticulously aligned with each client's unique goals. A place where the client-adviser relationship transcends mere numbers, fostering genuine trust and understanding.

We help individuals and business owners with:

• Retirement planning

• Efficient tax planning

• Investing for the future

• Protecting your wealth for the next generation

• Meeting aspirational goals for future financial freedom

Read what my clients say about me on VouchedFor  https://www.vouchedfor.co.uk/firm/11692-frizzell-wealth-management:

“Following in-depth conversations with Brett it was obvious the services he offered were the exact bespoke solution I needed for my pension. Brett thoroughly explained the solutions/ options I wanted for my pension meaning I had no reservations about transferring my pension from a corporate one to a more specialised managed one.”