What is Wealth Management?
In a complex financial landscape it can be hard to know what to do with your money, capital, and assets. ...
Dom Marley Director - Head of Wealth Management
Every business owner would benefit from advice, but we want to make sure our clients have the very best wealth management advice available.
I’ve spent 25 years supporting individuals, families, businesses and trusts with wealth management advice. During this time, I’ve worked with three high street banks, a national wealth manager and I’ve been lucky enough to have met some amazing people during that time. Having been a business owner since 2010, I now provide bespoke advice for clients at Fortus using innovative solutions twinned with traditional values. The combination of tax planning and wealth management’s powerful, and can make a real difference to businesses and people’s lives so I’m determined to make sure our clients have access to trusted wealth management advice.
I’m blessed to have two children who keep me very busy outside of work, and I usually spend weekends driving them between their various sports fixtures and clubs.
Fortus Wealth Management (North) Ltd is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual’s unique circumstances.
“If you always do the right things, you'll ultimately get the right results."
Tidying Up Your Investments
The Government have introduced new requirements to streamline the tax credit claim process for Research and Development (R&D). As ...
