Welcome to Ergowealth

Our name is derived from the famous expression “cogito ergo sum”, meaning “I think therefore I am”.

Ergowealth was founded in 2014 by a group of financial professionals with a common vision: to provide a truly integrated financial planning service, working to the highest professional standards to deliver the best possible outcomes for our clients.

We believe in a logical, empirical approach to financial planning, which is why we often call it ‘financial engineering’.

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Our Chartered status

We’re proud to be a Chartered firm of Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

By working with a Chartered firm, you can be confident that you will receive the best possible advice, service and support.

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What do our clients have to say?

Financial engineering

Because of their origins in logic, the tailor-made solutions that we recommend are carefully formulated to take you from where you are to where you want to be.

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Our philosophy & ethics

The ergo symbol, meaning ‘therefore’, reinforces our commitment to analytical and insightful financial planning. This is reflected in our philosophy and ethics.

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Meet the team

All our Financial Planners and support team are experienced, personable and committed to providing a service that takes you from where you are to where you want to be.