Background image of person walking up path on a mountain
True Wealth Group logo

About Us

The True Wealth Group’s management team has been providing financial planning, wealth management, consultancy and other services together for 20 years. Most recently it has assembled a tribe of like-minded people to capitalise on the incredible opportunities developed over the last 2 decades:

  • delivering a first class financial planning wealth management service to affluent and high net worth clients
  • acquiring and integrating some of the best boutique IFA practices in the UK
  • establishing value accretive and lead generative joint ventures with other businesses/professions
  • deploying its ‘turnkey’, ‘enhance & uplift’ solutions to realise ‘true value’ with the parties it works with

Independently owned and run, we grow organically and through the acquisition of financial planning and wealth management firms who share our philosophy and our core values. With its head office in Leeds, the True Wealth Group has 5 offices across the UK (including Northern Ireland) serving the needs of clients UK wide.

Explore this site to find out more about us as a Group, what we stand for and what we mean by ‘True Wealth’. Our proposition is the same across the group, so if you are a wealthy individual or business owner who would like us to work with you on achieving your True Wealth visit one of the brands on our homepage or contact us.

Finding True Wealth