Seagate Wealth Management

At Seagate Wealth Management, we all come to work every day to help Expats make the most of their finances.

We are a team of Independent Financial Advisers that previously worked for some of UK´s leading banks including TSB, Barclays, Halifax and Lloyds Bank.
OUR VISION
From day one our vision has been simple – to be independent, transparent, straightforward and supportive. We are passionate about delivering bespoke solutions to our clients´ financial needs.
Client First
We place clients at the forefront of our operations, ensuring their needs and expectations are met.
Integrity
We operate with honesty, ethics, and professionalism in all dealings with clients, maintaining the highest standards of integrity.
Transparency
We're open and honest in all its dealings, providing clients with all necessary information about products, services, fees and charges.
Supportive
We maintain regular communication with clients, providing them with updates and reviews of their financial situation, and offering ongoing support as needed.
Adaptability
We're flexible and adaptable to changing financial needs, providing clients with customised solutions that meet their unique requirements.
Availability
We're always available to clients, providing prompt and responsive customer service and support.