Independent wealth management and Financial Advice in Newbury and across the UK

Douglas Hope Financial Management

We understand that managing your wealth goes beyond finances. It’s about securing your future and achieving the goals that matter most to you. Our wealth management services are designed to help you manage and organise your finances with a strategy tailored to your unique circumstances and aspirations.

As independent financial advisers, we provide access to a range of investment options from across the entire market, ensuring that every recommendation is suited to your needs. Whether you’re planning for retirement, seeking to grow your portfolio, or ensuring a smooth transfer of wealth to your next-of-kin beneficiaries, our team offers clear guidance at every stage.

We take a holistic approach to wealth management, considering every aspect of your financial picture. Taking a complete view of your investments, pensions, protection, tax efficiency, and estate planning, we aim to deliver a clear strategy that aligns with your short-term objectives and long-term financial plans.

What we do

Our wealth management services

Tax-Efficient Investing

We help you understand your pensions, savings and investments so you can plan confidently for retirement and future financial needs.

Investment Management

We help you review and organise your investments as part of a long-term financial plan designed around your goals.

Inheritance Tax Planning

We help you consider how your wealth may be structured and passed to future generations while taking potential tax considerations into account.

Tax-Efficient Investing

We help you explore investment options and allowances that may support more tax-efficient financial planning.

Later Life Planning

We help you review financial decisions that may arise during retirement and later life, ensuring your plans continue to reflect your needs.

OuR Process

How Our Wealth Management Process Works

Understanding Your Financial Position

During our initial consultation, we build an understanding of your financial circumstances, goals and priorities.

Reviewing Your Finances

We review your existing investments, pensions and financial arrangements to develop a strategy fitting your circumstances.

Developing a Financial Plan

We develop a clear financial plan based on your circumstances, bringing together your investments, pensions and wider financial planning.

Implementing Your Strategy

A structured wealth management strategy is put in place to support your long-term financial planning and investment objectives.

Ongoing Reviews

We regularly review your circumstances to ensure your investments and financial strategy remain aligned with your needs and goals over time.

Our wealth management fees

One-time initial fee of £1,500

To prepare your financial plan and arrange your investments, we charge a one-time initial fee of £1,500.

0.5% of assets under management

For ongoing management of your investments, we charge of 0.5% of assets under management.

Local Expertise

We are based in Newbury, Berkshire, and providing FCA-regulated wealth management and financial planning. We support clients locally and across the United Kingdom, providing clear, tailored wealth management and Financial planning services.

Douglas Hope Financial Management

Ready to secure your financial future?

Take the first step with a clear, specialist consultation designed around your goals and priorities.

Request a Consultation

FAQs

Wealth management is a holistic approach to managing your finances. It typically includes investment advice, retirement planning, tax-efficient investing, and long-term financial planning. The aim is to help you grow, protect, and pass on your wealth in a structured and tax-efficient way.

We believe in clear and transparent fees. We charge £1,500 as a one-off fee for our initial advice and arranging your investments and then 0.50% per year of your assets that we manage for our ongoing service. All charges are explained and agreed with you before any advice is provided.

Not necessarily. People often assume wealth management is only for the wealthy, but many clients simply want professional guidance with their pensions, investments, and long-term financial planning. What matters most is having goals you want to plan for and the desire to take a structured approach to managing your finances.

We help clients build investment portfolios designed around their goals, time horizon, and tolerance for risk. Our approach focuses on diversification, long-term planning, and regular reviews to ensure investments remain aligned with your financial objectives.

Yes. Pension planning is a key part of wealth management. We can review your existing pensions, help structure retirement savings, and create a strategy to generate a sustainable income during retirement.

Tax-efficient investments are strategies designed to reduce the amount of tax paid on savings and investment returns. This may include making use of allowances and wrappers such as ISAs and pensions, depending on your individual circumstances.

Yes. Inheritance tax planning is an important part of protecting family wealth. We can help you explore strategies designed to reduce potential inheritance tax liabilities while ensuring your assets are structured according to your wishes.

Yes. We provide our clients with regular reviews, portfolio monitoring, and updates to their financial plan as circumstances evolve over time.

Managing investments, pensions, and tax planning is a complex and ever-changing landscape. We can assist you in creating a structured financial plan, providing professional advice, and ensuring that decisions remain aligned with your long-term goals.