Wealth management


Inspired by helping our clients meet their financial goals, our wealth management service provides tailored and objective advice, underpinned by personal and trusted relationships.

Creating your financial plan

By taking the time to get to know you and your financial aspirations we can construct an Investment Strategy tailored exactly to your needs.

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Investment Strategy

Once we establish your savings goals, we can then build a plan to help you reach them and enjoy your life to the fullest. To do this we take into consideration you attitude to investment risk and recommend a diverse investment strategy which will be actively managed and monitored. We believe the best way to do deliver this is by creating and managing a portfolio of funds.

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Managed Portfolios

Via Wealth recommends a Managed Portfolio Service consisting of 5 portfolios, each with their own risk profile. Portfolios are managed by a dedicated team of experienced investment managers, in line with our central investment process. By constantly monitoring and adjusting where necessary, the investment team aim to provide your investment with the best chance of success. Our portfolios can be held within a variety of tax wrappers and regular withdrawals can be made.

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Wealth management



Your personal financial planning advisors

Neil Maguire Portrait Image - Via Wealth
Neil Maguire

Neil is responsible for the governance and development of Via Wealth, in addition to advising and working with clients

Phillip Macallan Portrait Image - Via Wealth
Philip Macallan
Financial Advisor

Philip has experience in all aspects of financial planning, however specialises in investment planning

Simon Day Portrait Image - Via Wealth
Simon Day
Financial Adviser

Simon has a real passion for investment and pension advice, helping new and existing client’s achieve their short and long term financial goals.

Marie Hicks
Marie Hicks
Office Manager

Looks after client data, processes new business and organises all office administration


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