Shore Wealth is a dynamic and innovative financial advisory firm based in the heart of London.
We are a boutique wealth management firm backed by Quilter plc, a large London FTSE listed company. Our commitment is to deliver an intimate, personal service to our clients. We are proud to offer our wealth management services on a national scale, providing expert financial guidance to clients across the United Kingdom. Our mission is to help our clients navigate the complexities of financial planning, offering a range of products including investment, insurance, retirement, and estate planning products. We are not just a business; we are a partner in your financial journey.
Our Financial Planning Services
PENSION & RETIREMENT PLANNING
CASHFLOW PLANNING
PROTECTION PLANNING
INVESTMENT PLANNING
WILL & ESTATES PLANNING
MORTGAGES
Our streamlined Four-Step Process simplifies the complexities of wealth management:
With Shore Wealth, simplicity, transparency, and effectiveness are non-negotiable. Experience the difference of proactive, client-centric wealth management—because your financial success is our priority. Find out more about our ‘Four Ps’ process