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Supporting individuals and businesses to navigate the complexities of wealth management

OUR VISION

Our Mission

Batey Wealth Consultancy exists to support both individuals and businesses to achieve their personal and professional wealth management goals.

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Having over 39 years of experience in the Wealth Management sector, both within the UK and offshore, I have knowledge of all aspects of wealth management including Estate Administration, Trust Structuring, Next Generational Planning, and Investment Advice to ensure your long term objectives are met.

Advice for Individuals

Batey Wealth Consultancy provides independent support for individuals looking at effective ways to manage their wealth. I take a holistic approach to wealth management, looking at your wider goals and needs to help find the best solution for your individual circumstances.

Business Meeting
Business Meeting

Advice for Businesses

I take a collaborative approach with businesses to support them to achieve their business objectives. This could be through implementing successful strategies, increasing the value of their business either through client acquisition or retention, or  developing alternative revenue streams.

Contact Us

If you want to explore how we can work together to achieve your  goals, get in touch today.

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