Why Use Us?

Duchy Wealth Management exists to serve a focused number of clients and we are committed to providing them with:

  • A first class service based upon award winning technical expertise and personal attention
  • Wide ranging financial advice to add real value for our clients
  • A service based upon regular discussion and communication
  • Clear solutions to complex situations
  • A clear and transparent fee structure
  • A relationship based around you and those you love

We would very much like to hear from you if you would like to discuss working together.

It is a pleasure working with and developing a relationship with Simon. He is a financial adviser who always takes the time to listen and explain things in a way that makes sense to me. Working with Duchy Wealth Management I am learning to understand investments, and investment markets, and gain advice about how to make my own money work for my continued independence.I really appreciate being able to consult someone, at my convenience, who I can trust to give me the best advice available, and I would have no hesitation in recommending Simon and Duchy Wealth Management to my friends.

Linda Creighton-Clarke