At Fornells Wealth Management, we specialise in working with individuals, families and business owners to help them achieve financial success through strategic investment, pension planning and cashflow modelling. We are dedicated to providing personalised, comprehensive recommendations that empower our clients to navigate the complex world of finance with confidence.
We are committed to understanding the unique needs and aspirations of each client. We believe that successful financial planning requires a personalised approach, which is why we take the time to listen, learn, and collaborate closely with our clients. Whether you are planning for retirement, seeking to grow your investment portfolio, or looking to optimise your cash flow, our team is here to provide expert guidance and support every step of the way.
With years of experience, our team brings a wealth of knowledge and expertise to the table. From investment strategies tailored to your individual risk tolerance, to pension planning that secures your future, we leverage our deep understanding of the financial landscape to craft solutions that align with your unique circumstances.
Ciaran is a member of the Chartered Institute for Securities & Investment (CISI) and holds their Level 4 Diploma in Investment Advice (Financial Planning & Advice), along with the CFA UK’s Investment Management Certificate (IMC).
Ciaran started his finance career at a wealth management and financial planning practice in Dubai in 2015. After moving back to the UK in 2016, Ciaran joined one of the worlds largest insurers, initially working in the field of private medical insurance before joining their asset management arm.
During his time in asset management, Ciaran was responsible for managing relationships at executive level and presenting to professional investors at industry events across the UK.
Driven by a passion for financial markets and helping people manage their finances efficiently, Ciaran decided he wanted to help people on a one-to-one basis and offer a consultative approach to independent advice and therefore created FWM, Fornells Wealth Management.
As well as founding FWM, Ciaran is also a trustee and the financial director of a charity called Operation Christmas Box.
Dimitri is a member of the Chartered Institute for Securities & Investment (CISI) and holds their Level 4 Diploma in Investment Advice (Financial Planning & Advice), along with CFA UK’s Investment Management Certificate (IMC).
Dimitri has more than a decade of experience in financial services, beginning his career at the Financial Ombudsman Service (FOS), working exclusively on investment cases. After three successful years at the FOS, obtaining qualifications and working his way to becoming a mentor, Dimitri’s services were obtained by Deloitte where he worked prior to a second stint at the FOS.
Dimitri then decided to move into asset management and had very successful spells at three of the largest asset managers in the UK, working his way up to a managerial level.
His passion for financial planning and wealth management, then led to him pursuing his ambition of becoming a wealth advisor and he decided to join Fornells Wealth Management (FWM), as he felt a great synergy between himself and the organisation.
The world of investing and pensions can be somewhat of a minefield. Understanding, managing and monitoring risk is essential for any investment decision. Maximising returns whilst managing risk is fundamental to what we do.
We believe everyone should have a retirement plan and cashflow model in place. Cashflow modelling enables us to forecast when you are able to retire and on what level of income by analysing your current assets and liabilities, income and expenditure.
Tax efficiency is an important factor when planning for the future, especially if you are a high earner. Whether it be for the purposes of investing, retirement or estate planning, we ensure you are not unnecessarily paying tax by utilising allowances and other tools we have at our disposal.
Be prepared for the unexpected. Insurance can help provide piece of mind. Safeguarding your family or business is imperative when planning for the future. Life insurance, critical illness cover, income protection are just a few of the policies we are able to advise on.
At Fornells Wealth Management, financial education is a topic we are extremely passionate about.
We offer financial education in the workplace to help your employees develop their knowledge, skill and understanding of personal finance.
Whether it be an in person presentation on a particular topic such as financial wellbeing, having a trusted advisor placed within your office for the day or a general Q&A session, we have you covered. Our service provides your employees with an opportunity to engage with a qualified professional.
1. Employee well-being: Financial stress can significantly impact an employee's well-being and overall job performance. By providing financial education, businesses can help employees better manage their finances, reduce stress, and improve their overall well-being.
2. Productivity and engagement: Financial stress can be a major distraction for employees, leading to decreased productivity and lower engagement. When employees are worried about their finances, they may be less focused on their work. By providing financial education, businesses can help employees feel more in control of their finances, leading to increased productivity and higher levels of engagement.
3. Retention and attraction of talent: Offering financial education can be a valuable tool for attracting and retaining top talent. Employees are likely to appreciate employers who invest in their financial well-being, and may be more likely to stay with a company that offers such benefits. Additionally, offering financial education can help businesses stand out as employers of choice in a competitive job market.
4. Retirement readiness: Many employees may not fully understand their retirement options or how to effectively plan for their future. By providing financial education, businesses can help employees make more informed decisions about retirement planning, investments, and other long-term financial goals.
5. Reduced healthcare costs: Financial stress can contribute to health issues such as anxiety, depression, and other stress-related conditions. By helping employees better manage their finances, businesses can potentially reduce healthcare costs associated with these conditions.
6. Improved financial decision-making: Financial education can empower employees to make better financial decisions, such as budgeting, saving, and investing. In turn, this can lead to employees with stronger financial stability and resilience, which can positively impact their personal lives and their work performance.
If you would like to arrange a meeting to discuss how we can support your employees financial well-being, please click the 'Find Out More' button below to get in contact.
We understand the significance of reviews and view them as testament to our commitment to providing an exceptional service to our valued clients
“Ciaran made me feel instantly comfortable, that he was offering me advice rather selling me something. He moved part of a complex, historic pension into a larger pension, something a previous adviser had told me was too difficult to do. The result is a much larger fund to work with; one that will grow and offer a tangible path to retirement.”
"Ciaran has provided cash flow modelling to project different scenarios into the future, helping me to understand the options available to better achieve my financial goals. Also, he has acted as a sounding board and is extremely knowledgeable in the area of personal finance"
“Ciaran helped me by simply taking the time to ‘get to know his client’, listening to every word I said and every question I had before explaining my options. I’ve thought for so long about what to do. Ciaran took the weight off my shoulders with one phone call. He is now my ‘go to’ person for financial advice and I’ll recommend him to anyone and everyone."
Regent Street, London, W1B 3HH
Phone: 0207 307 5932 Email: info@fornellswealth.com
Open today | 08:00 – 18:00 |
Disclaimer: The value of investments may go down as well as up and you may get back less than you invest. Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning. Cover will cease on insurance products if premium payments are not maintained. A pension is a long-term investment, and the value is not guaranteed. Any advice or considerations are personal to each individual’s circumstances. This guide is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Fornells Wealth Management Ltd (FWM) is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Address: The Maltings, East Tyndall Street, Cardiff Bay, Cardiff, CF24 5EA . Fornells Wealth Management Ltd (FWM) is a UK based limited company, companies house reference 13676154. Fornells Wealth Management Ltd (FWM) is registered with and regulated by the Financial Conduct Authority (FCA). Reference number 1006869.
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