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Darwin Wealth Management Ltd
  • Suite 1A, Countrywide House, Knights Way, Battlefield Enterprise Park, Shrewsbury, Shropshire
    SY1 3AB
Darwin Wealth Management – friendly, client focused Independent Financial Advice in Shrewsbury, from Pensions and Investments to Insurance and Estate Planning.

Darwin Wealth Management is an authorised independent financial advice practice established in 2005. With a client-focused approach, we provide financial peace of mind to over 350 families and businesses across Shropshire and the surrounding areas. Our growth has been driven by professional referrals and personal recommendations, a testament to the quality of our service and the long term value we deliver. 

Whilst we have expanded over the years, we have remained committed to offering a individually tailored service and put our clients at the heart of everything we do. We continue to prioritise the needs of our existing clients while warmly welcoming new ones to our personable, efficient, and happy team.


"Med at Darwin Wealth Management explained our investment options clearly and concisely, with no hard sell.... He really has helped my husband and I relax and enjoy ourselves in our retirement." - Ann J

 

Friendly Independent Financial Advice in Shrewsbury for:

INVESTMENTS

We will guide you through Darwin Wealth Management’s portfolio management approach, built around strategic asset allocation, with a high level of diversification and regular performance reviews to ensure you are on track to meet your goals – all explained clearly and without jargon. 

 

PERSONAL ADVICE

Tailored financial advice to protect you and your loved ones. We can help you navigate your pension and investment options, plan effectively for retirement, and explore the best ways to generate income in later life.

 

BUSINESS PLANNING

Many of our clients are local business owners. We offer support with business protection solutions, as well as access to commercial lending and finance. Please note: for commercial insurance, Darwin Wealth Management acts solely as introducers.

 

ESTATE PLANNING

Support with estate planning, including inheritance tax mitigation, Wills and Trusts. We can help you put the right plans in place to protect your wealth and pass it on according to your wishes.

 

The Financial Conduct Authority does not regulate Wills, Trusts and some forms of Inheritance Tax Planning.

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