At Spa Wealth Management we are committed to delivering better value, choice and results for our clients. We have over 30 years' of experience working with individuals and families to help them reach their financial aims.
We use a goals-based approach that takes account of your personal needs, with time frames to achieve these in, and the level of risk you wish to take; we then blend all of this information to create your personal strategy and financial roadmap.
Many of our clients have worked with us for over 20 years. They have seen their goals met, and their capital protected. We are proud to now count their children and grandchildren as clients.
Its not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kyosaki on why people benefit from professional financial advice
Services We Offer
Retirement Planning
We work all our lives so we can retire, so we can do what we want with our time. The way we spend our time defines who we are and what we value and our retirement dreams will undoubtedly require additional income which will need to last many years.
Whether it's ISAs, Pensions or any other investment, it's your money and it needs to work hard for you. Spa Wealth Management will help you reach your goals, regularly reviewing your portfolios and closely monitoring your investments' progress.
Careful planning takes time however but the good news is that speaking with an expert can pay dividends and keep your hard earned assets away from the state.
“I’ve know Andy in both a business and personal capacity for almost 20 years and have found him to be knowledgeable, personable and trustworthy across a wide range of personal and financial issues”
Harrogate
Andy Roberts has been our financial advisor for over a decade - when he began working with us he was very helpful in separating the financial wheat from the chaff with redundant policies, setting up ISAs and guiding us wisely regarding our savings. In the last few years Andy has helped us in the planning of the end of my career in the NHS as I worked towards retirement and he has helped my wife and I with our pensions, in my case negotiating the lifetime allowance implications. Andy has been a reliable and approachable advisor who has provided accessible and grounded advice to help us in our financial decisions. He is a warm and personable man whom we found it most enjoyable to work with.
