Welcome to ergowealth

 

Ergowealth is a Chartered financial planning firm based in Marlow, Buckinghamshire with a growing presence in southern England. The firm was founded in 2013 by a group of experienced financial planning professionals with a common vision: to provide a truly integrated advisory service, working to the highest professional standards, to deliver the best possible outcomes for our clients. 

Financial Engineering

For our clients we are the link between where they are now and where they want to be. By understanding their current financial arrangements, their current and future needs, their attitudes, and their goals and objectives, we can construct a tailored financial plan targeted at delivering just that.

We call this ‘financial engineering’ - the application of economic knowledge to design, build and maintain a financial structure which is an appropriate solution to a problem or objective.

Professional and Ethical

Our independent status means we operate on an unrestricted whole of market basis. This gives our clients access to the widest possible range of financial solutions.

Our income comes from fees charged for the services we provide. We do not receive commission from financial institutions for promoting their products.

These twin pillars of ethical operation; unrestricted whole of market advice and fee based remuneration, help guarantee that our recommendations are genuinely independent and unbiased.

Integrated Solution

By working collaboratively with our clients' other professional advisers we ensure an integrated approach to planning for their financial future.


This approach recognises the individuality of our clients and the often complex nature of their financial arrangements. We understand that, like many successful people, their lifestyle may be asset rich but can also be time poor.