Searle Wealth Management is a family-run financial advice firm based in Hertfordshire, built on trust, integrity and results. Led by John and Tom Searle, our firm combines decades of experience with fresh insight and energy.

We understand that no two financial journeys are the same. That’s why we take the time to get to know you, understand your aspirations, and build a bespoke plan that evolves with you over time.

Our advice covers a wide range of areas, from investment and retirement planning, to inheritance tax and business protection – all tailored to your unique needs.

As an Appointed Representative of St. James's Place, we offer the reassurance of a leading wealth management company, while delivering the personal attention only a close-knit firm can provide.

Our mission is simple: to help you make informed decisions today so you can live more confidently tomorrow.