Addidi Wealth is an independent wealth management service where clients appoint us as their Wealth Adviser and entrust us with the management of their wealth. Addidi Wealth incorporates:

• independent financial advice for investments, pensions and life assurance;
• bespoke financial planning 
• advisory and discretionary investment management 
• tax planning 
• independent wealth consultancy

Defining how wealth can be used to enhance our clients’ lives is the ultimate task of the dedicated Wealth Advisory Team at Addidi.

In addition, Addidi is unique in the broader, more imaginative specialist advice on how wealth can enhance your life and feed your soul. In essence this means helping our clients to use their wealth in any number of ways that might not have been previously considered – Addidi Business Angels, Addidi Art Investment Club, and our unique philanthropy service, Addidi Pioneers.

Unusually for the wealth management sector, Addidi’s approach is totally independent, fee based and very transparent. All fees are agreed with clients at the outset, product recommendations are made on basis of need with all charges clearly explained and any commission accounted for on an ongoing basis.

Addidi looks to add value in our clients’ lives over the longer term. As such, we don’t undertake ad hoc transactional business and our focus is to work with our clients over the long term and in context of a trusting, mutually beneficial relationship.

We like to keep things honest, transparent and grounded.

As an Addidi client, you can chose from a 3 tier service proposition:

Essential Service – this is primarily a Financial Review Service
Evolve Service – this is a Financial Planning Service
Elite Service – this is a comprehensive Wealth Management Service

The Addidi Wealth Advisory team is highly qualified (each team is headed by either a Certified Financial Planner and/or Chartered Financial Planner), experienced, and it prides itself on providing intelligent and creative solutions.

Addidi Wealth services are provided by Addidi Wealth Ltd which is regulated by the Financial Services Authority.