Morenti Wealth Partners are financial planners who specialise in advising high net worth clients on retirement planning. Our team have many years of experience in financial services across both the advice and investment management sectors. The knowledge our advisers have gained enables them to navigate the common challenges people face when transitioning into retirement, and passing wealth on to future generations. Morenti Wealth Partners is a trading style of Burgess and Lee Ltd, which is authorised and regulated by the Financial Conduct Authority (Firm reference 160493).

Morenti Wealth Partners is a financial planning business, not an investment management company, so we work with leading fund management groups to create quality solutions that match our philosophy and principles.

The experience, reputation and contacts our leadership team possess mean that we have strong relationships with some of the world's leading investment companies. Through the input and thought leadership of these companies, and the stewardship of our Investment Committee, we offer a range of carefully curated investment solutions to meet the needs of all our clients.

Morenti Wealth Partners is authorised to advise upon and arrange investments in vehicles such as pensions, stocks and shares ISAs and life assurance products, which will typically invest into funds, stocks, bonds, property, commodities and cash.

If considered appropriate, on an individual basis we may also consider special investment vehicles like Venture Capital Trusts and Business Relief qualifying investment portfolios.

We will only invest with providers who are primarily regulated by the Financial Conduct Authority and/or the Prudential Regulation Authority in the UK.

Our approach to financial planning begins with you. We spend time answering the questions you want answers to, and visually showing you HOW we will achieve your goals before talking to you about financial products.

While many other firms use a 'paint by numbers' approach of vaguely assessing your risk profile and then choosing an investment portfolio to match it, we spend time helping you understand what is suitable and necessary to give you the best chance of achieving your goals. We do this by focusing on more than just your age and risk tolerance, but by also learning about your goals, needs, health, timescales, family circumstances, tax position and more. We use the best technology available to bring your plan to life so it's not just 'numbers on a screen'.

As well as developing financial plans, we aim to educate our clients with top quality content to help them make better financial decisions.

Our advice service is designed for people who have accumulated investable assets (in savings accounts, pensions, ISAs or other types of liquid investments) of £250,000 or more.

The reason for this is simple - we only believe in charging a fee for our service when we can demonstrate, in monetary terms, how we will create more value than the initial fee paid. If we cannot do this, we will not charge the fee.

This means that we must be confident of our ability to provide value above our costs before undertaking any work, and this is usually only possible when the client has accumulated a certain level of wealth.

If you meet this criteria and would like to arrange an initial 'Discovery Call', simply click here, or email hello@morentiwealth.co.uk.

If you do not believe you qualify yet, our Assisted Self Management Service may be of interest to you.

If you believe you meet our minimum criteria, you can get in touch with us by filling in an enquiry form in the Contact Us section, or by emailing hello@morentiwealth.co.uk. You will then receive a brief Circumstances Questionnaire to give us an overview of your situation. This will then be passed onto an adviser in our team to assess suitability. If we believe our service will be a good fit for you, we will invite you to book a 'Discovery Call'. This initial call, which is provided at nil cost to you, allows us to find out a little more about your goals and describe how our service works before agreeing next steps.

Fees will depend on the scope of advice but will be clearly explained in an initial 'Discovery Call' meeting, which is offered at nil cost. When you engage our service, you agree to pay a minimum fee, which is not contingent upon you purchasing a financial product. This means that you can be confident our advice is impartial, and not geared towards selling you anything. The final fee can vary based on what the planning process involves, but this will be clearly defined at outset, before you engage our service. We also apply a 'charge cap' to initial fees, so you can be confident of any cost outlays before we commence, and that there will never be any hidden charges.