About Us

Having been in Financial Services for over 30 years I established access|wealth|managment in the picturesque village of Wylam, Northumberland some 17 years ago to offer my clients throughout the UK and Northern Ireland a unique service tailored to their needs. Our aim is to establish a long term professional relationship with each of our clients built on mutual trust in which I can help and support you through making the right decisions for you and your family. We offer two levels of service:-

Comprehensive ongoing advice – usually involving at least one meeting per year which helps you to be financially well organised and achieve and maintain financial independence.

Individual advice – on specific investment or financial planning matters.