Fealty Wealth Management creates tailored financial strategies to maximise wealth and protect financial futures.
Based in Newcastle upon Tyne, Fealty is a small team, owned by Olivia Henny, Fealty’s financial adviser. Olivia provides a source of trusted advice as your financial needs evolve over the years. We understand that you may never have considered your financial plans before, and Olivia will provide simple and clear advice to help you navigate your finances following your divorce. Olivia will answer your questions, suggest solutions to your concerns and help you to create an adaptable financial plan that will maximise your wealth and protect your financial future.
First meetings are without obligation. Together you and Olivia will evaluate your finances, discuss your objectives, and identify risks to create a structured plan.
Our financial solutions include:
- Retirement planning & pensions
- Savings & investments
- Income protection, life cover & asset protection for individuals & families
- Private Medical insurance
- Trust & estate planning
- Later life care planning
Fealty Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.