What is Wealth Management?

What is Wealth Management?

Incorporating investment advisory or financial planning, wealth management aims to provide a range of services to a wide array of clients ranging from affluent, high-net-worth, ultra-high-net-worth individuals, families and corporates.

It involves careful structuring and planning concepts to assist in the growth, preservation, and protecting of wealth. Wealth management brings together investment advisory, tax planning, wealth protection, estate planning, succession planning, and family governance


I strive to provide my clients with a comprehensive and integrated approach to their overall financial well-being.

As an award-winning, international Chartered Wealth Manager, I work to deliver a personalised wealth management service to business owners, directors, and high-level executives through the delivery of a truly bespoke wealth management service.

With a deep understanding of the markets, I provide financial advice that is simple, clear, and easy to understand. With a direct, straight-talking, and honest attitude, I will tell you what is truly in your best interests while leaving out the jargon. Whether you're just starting out, planning for retirement, or anywhere in between, I have the knowledge and resources to help you create a successful financial future.

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Dan Thompson Youtube Channel

Welcome to my Youtube Channel. A place where I share all things Wealth, Health and advice.

See what Dan's clients say


Colin MacNiell

“We were put in touch with Dan by our solicitor and was very pleased with his professional attitude. I have always been sceptical about financial advisers but found Dan helpful, understanding and patient."

Tom Warrender

"Professional, knowledgeable, dynamic and down to earth. Dan Thompson is highly recommended."

Stuart Ball

“I have found Dan to be very knowledgable and enthusiastic about his business and all things Pension and Wealth Management related. I really would recommend you get in touch with him to find out what he can do to help build a solid future investment platform.”

Dan Thompson Blog

See Dan's recent blog posts below. Allowing Investors to think outside of the box with world class insights and advice.

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