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’.Discover more
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.Discover more
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.Discover more
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.Discover more
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