Private Clients

As a private client, you can expect an outstanding, confidential service and an effective planning strategy that has been tailored to meet your unique financial situation.

When joining as a new client, the first step is to meet with one of our experienced advisers to discuss your aims and any questions or concerns you might have. The information you provide will be treated in the strictest confidence and will help your adviser to understand your current position and future goals.

We understand that your financial situation will change throughout your life so our flexible range of services will ensure that you continue to benefit from proactive, reliable and informed advice that is relevant to you.


For general enquiries, contact Criteria Wealth Management:

t: 01481 726375