Studio 61 Wealth Management helps clients to

  • Achieve financial goals
  • Reduce the cost of managing investments
  • Improve understanding of risk
  • Reduce the administrative effort of managing investments
  • Change the balance of assets and income
  • Maximise tax allowances
  • Feel more secure about financial matters
  • Create financial plans
  • Solve specific and sometimes unusual financial problems

Studio 61 Wealth Management provides the benefits to clients by providing bespoke financial solutions. Our range of advice and planning services is covered in more detail in the sections linked below.

Studio 61 Wealth Management provides two types of service. The first type is for real world clients looking for financial planning and investment advice. Real world clients get bespoke financial and investment advice based on their particular circumstances. Real world clients get their services in person or through Skype or FaceTime if based offshore UK.

The second type of service is for those investors who want to manage all or part of their investments by themselves. For these types of clients we provide investment research based on the value methods described in Benjamin Graham’s book, ‘The Intelligent Investor’. Investors who want to manage all or part of their investments should visit the ‘Value investing' page and consider the ‘Membership‘ page or visit the ‘Shop‘.

Please visit the ‘Fee structure‘ page to get guidance about our fees.

Please contact us for more information.

Studio 61 Wealth Management Ltd of 18 Cambridge Road, Lytham St Annes, Lancashire, FY8 5PJ is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 630999.

Our permitted business is financial planning, investment, private medical insurance and life insurance advice. We are authorised to provide advice to individuals, trusts and corporate customers.

You can check our permissions on the Financial Conduct Authority Register at the FCA’s website FCA Register or by contacting the FCA on 0800 111 6768.