ABOUT McLAREN

McLaren Wealth Management was established in July 2017 and is built on more than 25 years financial services experience. The company is authorised and regulated by the Financial Conduct Authority and places particular emphasis on handling clients’ affairs discreetly and responsibly in the context of honest and impartial financial advice. The aim is simple: to take care of and manage client money as if it were our own.

A BIT ABOUT US

OUR HISTORY & AUTHORISATION:

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.

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.

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