Bank / Wealth / Trust

Updated:

Executive Wealth Management

Executive Wealth Management is a financial planning firm based in Swindon, United Kingdom. Founded in 2010, it offers wealth management, financial advisory...

Executive Wealth Management logo

Executive Wealth Management

Executive Wealth Management is a financial planning firm based in Swindon, United Kingdom. Founded in 2010, it offers wealth management, financial advisory services for individuals and businesses, and commercial mortgage advice. The firm serves clients seeking investment strategies and post-retirement financial planning, before being acquired by Fairstone Group in August 2024.

General information

Firm type

Bank / Wealth / Trust

Year founded

2010

Location

Region

Europe

Country

United Kingdom

City

Swindon

Corporate office

Swindon, United Kingdom

Frequently asked questions

How is the firm structured from a regulatory standpoint?

As a UK wealth manager, Executive Wealth Management operates under Financial Conduct Authority regulation. Post-RDR rules require it to disclose whether its advice is independent and 'whole-of-market' or restricted to certain product sets. Client assets are almost certainly held on third-party platforms, separating custody from advice — a standard UK framework that protects client assets from the firm's own balance sheet.

Is Executive Wealth Management linked to any larger wealth management group or network?

There is no public indication that the firm operates under a national consolidator or network brand. However, the UK wealth management sector has seen significant consolidation, and many independent firms maintain agreements with compliance networks or professional bodies. The firm's exact affiliation status is not disclosed in publicly available records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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