TEN WEALTH MANAGEMENT
Ten Wealth Management Limited is owned and managed by Martin & Tracy Walker.
Martin is a Certified Financial Planner and Chartered Member of the Chartered Institute for Securities and Investment and is responsible for advising clients.
We only work with a limited number of clients, allowing us to dedicate sufficient time to each relationship to understand our clients and ensure we meet and hopefully exceed their expectations.
We adopt a team approach to ensure that we can provide both continuity and consistency of service. Our research and administration team have been selected for both their technical ability and dedication to customer service.
Initial meetings are provided at our cost and without obligation, enabling all parties to establish how we can add value to your situation. It is our belief that the benefit of advice must always exceed the cost.
Our aims and values
Our aim is to deliver a first class service to help you meet your financial goals
As a client of Ten Wealth Management Limited, we will ensure that:
View Our Investment Principles
- We provide you with a first class personal service, tailored to your specific needs
- We are accessible to you
- We treat you fairly and always put your interests first
- We take time to understand your needs and objectives
- You are provided with clear and relevant information
- Our success is dependent on your success
- You understand the value we deliver to you and how we are remunerated
- We provide you with ongoing regular reviews
- Your personal data is held confidentially and securely
- We welcome your feedback and comments to enable us to improve