Medium to long term investments, savings and pensions designed to meet your needs.

Belgravia Wealth Management was founded to fill the advice gap that currently exists between the retail financial companies and the services available to the UHNW clients. As an independent company we ensure that you benefit from impartial advice and access to offerings from all the financial providers available in the market.

A tailored approach means that only once we have a thorough understanding of a clients’ existing portfolio and if we see that it can be improved upon, will we propose tax-advantaged investment alternatives focused on protecting capital and maximising growth.

Investment insight

Guidance

Portfolio review

At Belgravia Wealth Management we want you to make the most of your finances. To help you do this, we will conduct a full portfolio review to guide you in the direction that best suits you. 

SIPPs

We offer full guidance on pension transfers to your new country of residence to ensure that you're optimising your hard-earned pensions. 

Mid-long term investments

The best returns are achieved over time, our range of mid-long term investments will ensure the best return from your finances.

Structured products and bonds

If you're looking for a no-hassle, structured investment, Belgravia Wealth experts are here to point you in the right direction. 

Pension planning and advice

If you're looking to place your pension in one single retirement vehicle, Belgravia Wealth can provide guidance on the best option for you. 

QROPS

Belgravia Wealth Management can help you find out whether you're likely to benefit to transferring your pension to a QROPS after leaving your home country.

Education fee planning

Here we can help you correctly plan education fees so that you achieve the best outcome for both you and your children.

Wealth protection

Belgravia Wealth Management are dedicated to keeping your finances safe and will offer a selection of the best options for your individual circumstances. 

Knowledge Hub 

SIPPs - or self-invested personal pensions - are often thought as being a strong alternative to QROPS, but what exactly are they?

In this video, we offer a brief overview of SIPPs and give examples of when and how they might be effective for you. 

Transferring a UK pension can prove to be a lucrative move.

There's a lot to consider, but with the right advice it can be a seamless process that could pay dividends in the long run.

In this video we explore the benefits associated with transferring a UK pension and review the opportunities such a move could provide.

Switzerland is known for its efficiency, and its pension schemes are no different.

Running on a 3 pillar scheme, Switzerland combines the mandatory state and company pensions with your personal pension to create a fully comprehensive retirement fund. 

In this video we provide an introduction to the Swiss pension system. 

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Download the eBook:
A Guide to SIPPs.

Client perspective

J. Foster, Switzerland

Belgravia Wealth Management provided me with all of the insight required to make the most of my pension when I moved overseas. I was treated with patience and understanding throughout the process and would never seek financial guidance from any other company.

S. Oxley, The Netherlands

I was overwhelmed by the level of guidance that Belgravia Wealth Management were able to offer me. I feel safe in the knowledge that they have years of experience with which to make informed recommendations regarding my overseas pensions.