Company Information

Get to know Menzies Wealth Management Ltd

Menzies Wealth Management Ltd is a UK-based firm of chartered independent financial advisers and a subsidiary of the accountancy firm Menzies LLP. They specialize in providing comprehensive and tailored financial planning services, focusing on building long-term client relationships. Their core services include investment advice, retirement and pension planning, inheritance tax and estate planning, and financial protection. The firm prides itself on its independent status, allowing it to offer impartial advice from across the whole market to meet the specific goals of its clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Menzies Wealth Management Ltd

United Kingdom

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.