Who is executive wealth management?

I started Executive Wealth Management Ltd as I wanted to be able to provide my clients with a personal level of service without the constraints of a large national firm. The main areas of business that we deal with regularly is for private clients and involves all of their wealth management including investments, pensions and tax planning.

Who are wealth managers?

Wealth Managers was founded by Mr. Bharat Phatak and Mr. Ajit Khasnis, both Chartered Accountants by training, acknowledged as leading and respected investment professionals in Pune. Both of them have extensive experience and in-depth knowledge of Indian securities markets. They have individually worked as stockbrokers for over 10 years.

Who is direct wealth management?

Direct Wealth Management are an independent financial advisory company located in Cheshire, UK. We are currently specialising in Retirement Planning and helping people find old pensions and combine them into a new effective pension plan to get the most out of their pension pot. Our Values.