Accumulate Wealth Management

A Legacy of Expertise and Client Focus

Accumulate Wealth Management Group Ltd was established in 2011 by David Dunn and Nigel Boughton, and has grown into a respected independent Chartered Financial Planning Firm. We are passionate about delivering exceptional, personalized financial guidance and empowering our clients to achieve their financial goals.

Our Vision

Our vision is to become your trusted partner in wealth management, providing tailored solutions and building long-lasting relationships based on trust and mutual understanding. We believe in open communication, transparency, and putting your best interests first.

Our Approach

We take a holistic approach to wealth management, examining every aspect of your financial landscape to create a tailored plan that aligns with your unique needs and aspirations. We offer a comprehensive selection of services across investments, mortgages, pensions, protection planning, and wealth management, all underpinned by our robust wealth management platform.

Investments

• Discretionary portfolio management
• Pension fund review and enhancement
• Tax-efficient investment strategies

Mortgages

• Mortgage affordability assessments
• Secured loan options
• Mortgage protection solutions

Pensions

• Pension scheme reviews and improvements
• Retirement planning and estimations
• Flexible drawdown options

Protection Trusts

• Creating trust structures for asset protection and inheritance planning
• Reviewing existing trust arrangements
• Minimizing potential tax liabilities

Wealth Management

• Comprehensive financial planning
• Net worth review and goal setting
• Regular review and adjustment of your financial plan

Unwavering Integrity

Accumulate Wealth Management Group Ltd stands out due to its independence. We are not tied to any bank, investment house, or insurance company, allowing us to provide unbiased and holistic advice tailored to your specific needs. Our commitment to integrity is reflected in our open and honest communication, transparent fee structure, and adherence to the highest ethical standards.