Independent Financial Advice
Pensions, Trusts, Estate planning, Portfolio Risk
& Asset Management
Portfolio Management
We advise you on the construction and maintenance of your portfolio, ensuring tax-efficiency, risk management and appropriate investment diversification
Pensions
Striking the right balance between tax relief, accumulation and access is ever more important with the government’s decision to make pensions part of the estate for inheritance tax (IHT) purposes
Protection
Ensuring the individual and the family are protected in the event of prolonged injury, sickness or a sudden death is essential
Cashflow Modelling
How much you need for school fee planning, for a comfortable retirement, how much income can your capital sustain for you when you retire - these are all questions we can help you address with cashflow modelling
We specialise in
Contact us for a free, no obligation initial conversation
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Infographic image of a girl putting a coin in a piggy bank
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About
McLaren Wealth Management in the UK was established in 2017 by Nicholas Richard McLaren Chappell, who previously established and ran for more than 15 years McLaren Asset Management Sociedad Limitada in Spain.
He was one of the few private client consultants to attain the highest possible level of advisory status (Associate Sales Director) during seven years with Towry Law Group in the UK before moving to their international arm for 3 years, working in Cape Town and Marbella.
He is a holder of the Financial Planning Certificate (1996), the Certificate in Discretionary Investment Management (2014) and also of the Diploma In Financial Planning (2012).
Over 30 years' independent advice
TESTIMONIALS
“Significant growth”
I was recommended to Nicholas, to handle my mother's affairs, by my own broker ten years ago. From the very beginning, Nic showed true professionalism, with insights into the markets that were continuously monitored and communicated to us. He has recommended portfolio changes which have proved to be precise and lucrative. Above all, as an investor, my mother has seen considerable and significant growth from her initial investment because of Nic's diligence and expertise.
Robin Reid
CONTACT
McLaren Wealth Management UK Ltd,
Abbotsmere,
Tilford, Farnham,
Surrey,
GU10 2DD
United Kingdom
Tel: 01252 79 3334