ABOUT McLAREN

McLaren Asset Management and McLaren Wealth Management are sister companies, regulated separately by La Dirección General de Seguros in Spain and the Financial Conduct Authority in the UK. Both businesses act as boutique financial advisory units placing particular emphasis on handling clients’ affairs discreetly and responsibly in the context of honest and impartial financial advice. As one, the aim of both is simple: to take care of and manage client money as if it were our own.

HOW WE WORK

We take pride in customer service, attention to detail, and going the extra mile for clients. We recognise that people have different financial needs and objectives, and the service provided by McLaren is flexible enough to be able to adapt and build a plan to the needs of each client.

A BIT ABOUT US

OUR HISTORY & AUTHORISATION:

– 2004 McLaren Asset Management established in Spain

McLaren Asset Management was established in July 2004 and in less than two years became one of the few international brokers in Spain to have been granted a licence by the Spanish regulator, La Dirección General de Seguros (licence number J2464).

– 2008 UK & Ireland Licenced

McLaren Asset Management was granted a licence to “passport” its business into the UK and the Republic of Ireland by virtue of the “Freedom to Provide Services” under the European Directive 92/96/EEC of 10th November 1992 (the “Third Life Directive”) enabling suitably regulated companies to offer advice cross-border.

This allows McLaren Asset Management to draw on its roots and training under the UK’s regulatory regime.

– 2017 Est. McLaren Wealth Management UK Limited

McLaren Wealth Management UK was formed, approved and obtained regulatory licensing from the UK’s Financial Conduct Authority (licence number 775263) as an Independent Financial Advisor providing holistic financial planning advice, including Business Relief, Inheritance tax and Trust planning, Portfolio risk analysis, diversification, content appraisal and management, Pension planning, and Protection (ie life insurance etc).

HOW WE WORK →

KEEPING ON TOP OF MARKET RESEARCH

There are 40,000+ mutual / unit trust funds available to the private investor and more than 100 fund management companies

As well as our own internal research into fund performance and fund managers, we are fortunate to receive detailed market research and appraisal from some of the industry’s leading investment houses.  We also subscribe to a facility that gives us up-to-date information on Morningstar’s five star rated global fund picks, and of course we subscribe to and review some of the industry’s leading financial and trade journals.  

We assimilate this information and provide for our clients a monthly market bulletin that includes our own views and expectations of how the market may perform over the forthcoming 6 – 12 months.  

Our latest Financial Market Bulletins can be found here.

REQUEST A FREE CONSULTATION

Fill out the form below to recieve a free and confidential intial consultation.