Portfolios are created with a wide range of asset classes with the objectives of low correlation and balanced risk ....


All our client portfolio valuations are updated on a daily basis ....


Registered Office: 3 Warners Mill, Silks Way, Braintree, Essex CM7 3GB

Registered in England and Wales number: 06636430


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SWM-Ltd Colchester Essex Uk

Stewart Wealth Management Ltd.

© SWM Ltd. 2017-09-08


SWM-Ltd are committed to providing individual, personal, professionally structured financial planning advice to high net worth individual clients and business owners.

To ensure the quality of services and technical expertise we provide, when appropriate, we work closely with other legal and taxation experts.

Self invested pensions are arranged with a leading firm of independent trustees.

Investment portfolios are structured within the latest "wrap accounts" available providing a single investment account which has the ability to hold virtually the entire range of traditional investments.

Areas of expertise can be identified as:

Stewart Wealth Management

Welcome to

Notice to Potential New Clients

I am unable to take on new clients as my time is fully occupied looking after my current clients. This would prevent me dedicating the necessary time needed to deliver the level of service I would wish.