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Our Company

At Ambrose Clayton Wealth Management, we believe there are no shortcuts when it comes to delivering a first-class service. That is why we deliver expert advice, designed around your lifestyle and finances.

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Our Advice

People who pay for financial advice, tend to end up wealthier. Numerous studies have found that individuals who take regular financial advice throughout their adult lives end up better off than those who don’t.

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Our Services

We’ve created a wealth management service that can be shaped to suit your individual needs. Our advisers will help you to create an appropriate long-term strategy which seeks to preserve and grow your wealth.

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Pensions and Retirement

Ambrose Clayton Wealth Management helps create robust, efficient and innovative pension and retirement plans.

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Investments

Deciding that you would like to invest is the easy part; knowing how to quantify risk and choose investment strategies is harder.

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Tax planning

At Ambrose Clayton, our specialist team will structure your assets to reduce, defer or mitigate your tax burden to maximise your returns.

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Estate Planning

We specialise in helping clients tackle issues and make the most of opportunities to protect and grow their wealth.

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Insurance and Protection

We offer comprehensive insurance and protection services that are there for you when you need them most.

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SME and Corporate

Corporate financial planning for limited companies, partnerships and sole traders is just as important as it is for individuals.

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Why use an adviser

As we head through life, our financial ambitions naturally evolve and change along with our circumstances.

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How we can add value

There are numerous benefits in taking financial advice from a qualified professional.

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