For clients with investable assets between £500,001 and £1 million

Our Wealth Plus service is designed for individuals and families with established wealth who are looking to grow, protect, and optimise their financial position through tailored planning and strategic advice.

As a Wealth Plus client, you benefit from:

• Dedicated Financial Adviser with regular face-to-face or virtual meetings to ensure your financial plan evolves with your goals and circumstances.

• Comprehensive Financial Planning, including retirement, investment, tax efficiency, estate planning, and protection needs.

• Ongoing Portfolio Oversight with quarterly investment reviews, portfolio rebalancing, and market insight tailored to your risk profile and long-term objectives.

• Access to Specialist Services such as cashflow modelling, intergenerational planning, and business owner support (where applicable).

This service is ideal for clients and family groups approaching retirement, consolidating multiple investments, or seeking a more structured and proactive approach to long-term wealth management.

Through our relationship with MPA Financial Management, we source the best possible investment solutions to offer our clients a truly world-class service.
Flexibility is at the heart of SWP Wealth. We understand that every client’s requirements are unique, and this service allows our financial advisers to build bespoke investment plans or recommend using Model Active or Model Passive portfolio strategies.

The level of participation you take in your account with us can be flexible, too. For hands-on participation, you can be instrumental in the building and management of your portfolio, or take a more “hands-off” approach, allowing us to manage your investment with regular reviews and progress reports.

SWP Wealth’s range of investment solutions surpasses that offered by most other independent financial advisers.