Studio 61 Wealth Management Ltd is a wealth management and financial advice company. We help individuals and small businesses define and achieve financial goals.
Studio 61 Wealth Management Ltd and its appointed representative Pensionexpert4U Ltd provide services to individuals and small business clients all over the UK from its bases in Lytham and London. Studio 61 Wealth Management Ltd also services a significant number of UK expat clients in countries such as USA, Canada, Japan and Saudi Arabia.
Independence
Clients of Studio 61 Wealth Management Ltd benefit from our status as an independent adviser. The Financial Conduct Authority (FCA) in UK regulates Studio 61 Wealth Management Ltd and its appointed representatives.
The FCA provides guidance on what constitutes independent advice. You can find information about the FCA guidance here. Specifically, the FCA states that ‘Genuinely independent advice is free from any restrictions that could affect advisers’ ability to recommend what is best for the customer’.
At Studio 61 Wealth Management Ltd we take very seriously the responsibility to recommend only investments and financial products that are in the best interests of the client.
Clients of Studio 61 Wealth Management Ltd pay a fee for advice given or work undertaken. The payment structure ensures that Studio 61 Wealth Management Ltd only works for its clients.
We can help you
- By analysing your current position.
- Creating a plan.
- Advising on financial transactions.
- Arranging the financial transactions.
- Monitoring and amending the plan.
We aim to make you feel relaxed, confident and secure about your financial future.
If you have a pile of paperwork and want some help reducing it or understanding what action to take we can help you do that.
We provide solutions the are:
- Imaginative
- Cost effective
- Bespoke
The way we operate is based on the values of the company:
- Integrity
- Clarity
- Courage
- Creativity
- Wisdom
For more information please click our services page.
For information on our investment philosophy click Investing with us
Investment research
Studio 61 Wealth Management Ltd conducts investment and tax research specifically for every client. Investment research conducted by Studio 61 Wealth Management Ltd is available on this website for people who prefer to manage their own investments.
Individuals who manage their own money can access our bespoke research by becoming a member of our research site or by accessing individual securities analysis. We use a value investing approach when looking at investments in listed securities. For more information click value investing or click on the button below to see options on becoming a member of the research service.
Studio 61 Wealth Management Ltd of 1 Fairways, Lytham St Annes, Lancashire, FY8 3NB is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 630999.
Our permitted business is financial planning, investment advice and arranging, private medical insurance and life insurance advice. We are authorised to provide advice to individuals, trusts and corporate customers.
You can check our permissions on the Financial Conduct Authority Register at the FCA’s website FCA Register or by contacting the FCA on 0800 111 6768.