Welcome to RPG Wealth

RPG Wealth is part of the RPG Group and is a sister company of RPG Chartered Accountants, one of the North West’s best known and most highly respected firms of Chartered Accountants and Business Advisers.

Established in 1999 and with offices in London, Manchester and North Wales, we provide a wealth management and financial planning service for individuals, business owners and retirees.

By design, we act for clients from all walks of life and of all ages, who are seeking to build close long-term relationships and who wish to take their financial planning affairs seriously, offering a variety of 'advice based' services covering:

  • Wealth management
  • Project based consultancy covering pensions, protection, investment management, tax, trust and estate planning
  • Transactional service.

A director led business, we share a steadfast belief that impartial and unbiased advice can best deliver what each client expects and deserves. As such we remain completely independent of any institution and our loyalties therefore lie firmly with our clients.

As a firm and as advisers we carry Certified and Chartered Financial Planning status and are committed to continuous professional development and adherence to a rigorous code of ethics and conduct.

(The Financial Conduct Authority does not regulate Tax Advice or Trusts.)

"Our clients’ interests are at the heart of everything we do. Put simply, trust is everything. We are extremely proud of the service we provide.

We have built our practice on a foundation of having a high degree of technical knowledge coupled with a proactive and sincere approach in meeting our clients’ needs regardless of financial status or personal circumstances."

Philip Rees Owen, Chartered Financial Planner and Director of RPG Wealth

"When RPG Wealth was formed we were determined that the team should provide long-term relationship driven advice to clients rather than sell products as most of the industry at that time seemed to do.

With low interest rates, higher taxation and an uncertain economic outlook, in our opinion, the need for such advice has never been greater. Our recent investment in a taxation specialist and the formation of an investment committee with external partners is another step to ensure that our financial planning team covers all the bases.

We are always looking to our clients for suggestions and if you have any please do not hesitate to contact us."

Chris Slater, Chartered Accountant and Managing Director of RPG Group

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Expert advice. Personal touch.



North Wales

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