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Private Clients

Private Clients

As Financial Advisers Gilbert Wealth has the experience and skill to provide private clients with impartial advice on a wide range of financial services.

Drawing on market expertise gained over many years our in-depth knowledge of the financial services industry, along with our team of friendly professional advisers we can provide a totally bespoke solution based on your individual needs and attitude to risk.

Whether you require advice on: savings and investments; financial protection; inheritance tax planning; pensions and retirement planning; life assurance and critical illness cover; or managing your tax, we look forward to meeting you and discussing your personal requirements.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Income Protection

Income Protection schemes safeguard the well-being of an employee


We can manage and advise on your investment strategy

Contact Gilbert Wealth Limited

Please call 0115 7843242  or email enquiries@gilbertwealth.co.uk to discuss your requirements. Alternatively, please complete the enquiry form below and we will get back to you soon as we can. Your information given on our contact form will not be used for marketing purposes.