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Guiding you through
life’s financial journey

Omnium Wealth Management is a wholly independent and privately-owned financial planning business.

We use a structured investment strategy and impartial financial planning services to help you manage and preserve your wealth.

About Us

Established in 2002 and employing a team of highly qualified and experienced consultants, Omnium Wealth is a wholly independent and privately owned financial planning business providing a structured investment strategy for individuals and their families.

We take the time to fully understand your needs and wishes, to help formulate a long term investment strategy, with the aim of maximising the opportunity to achieve your goals, without exposing you to unnecessary risk.

We take the stress out of your financial planning, but with real-time online access to your investments, ensure you know what is happening as often as you choose. Our approach allows you to focus on your career, family and future, while we take care of the details; minimising tax liabilities, protecting those closest to you but, most importantly, giving you the peace of mind to relax and enjoy what you have now..

Our Services

We firmly believe that personal service and best advice go hand in hand and a fundamental tenet of our business is that our consultants strive to become your trusted adviser on all matters financial.

We begin the process by clearly establishing your attitude to risk which then enables us to determine the mix of assets that should be held in your investment portfolio. Utilising market leading analytical tools and online solutions we are able to actively monitor your entire investment portfolio to ensure that it continues to meet your objectives long-term and where necessary make expedient changes.

You can see your investment performance whenever you want online and you are kept fully informed via regular reviews with your consultant, monthly newsletter updates and periodic seminars and other client events.

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Testimonials

  • "The service and advice we receive from our Omnium adviser more than meets our expectations. He is a pleasure to deal with."

    Mr Malcolm Joseph, private client

  • "My Omnium adviser always gives sound advice and it is good to deal with him. I also trust his judgement, which cannot be said about all professional advisers"

    Mr Phillip Green, private client

Contact us

Omnium Wealth Management
Bourne House
Queen Street, Gomshall
Surrey, GU5 9LY
T: 01483 205890

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