True Wealth Group

True Wealth Group

True Wealth Management (‘TWM’) is part of the True Wealth group of companies which comprises a number of financial advice practises as well as firms that provide services to financial advisers. This includes Navigator Financial Planning Limited of which TWM (and a number of other firms e.g. Watson Laird Ltd) is an appointed representative.

TWM and its management team also has close working relationships with other financial practises such as Law Society (NI) Financial Advice with which it shares a common executive directorship.

Through its ownership of Navigator Financial Planning and Lee Strathy Limited True Wealth group also has an association with the EBIS group.

True Wealth Group has also established joint ventures (financial planning arms) with and for legal professionals and accountants Cutter & Co Financial Planning Limited, TAG Financial Planning Limited.

True Wealth is founded and developed by financial planners for financial planners and their clients with a shared objective of creating ‘true wealth’.

The True Wealth Group is part of the Succession Wealth Group which is part of the Aviva Group of Companies.

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Copyright © 2025, True Wealth Management Ltd

True Wealth Management Limited is registered in England and Wales with company number 07702656. Registered office is located at Stonyroyd House, 8 Cumberland Road, Leeds, West Yorkshire LS6 2EF. True Wealth Management Limited is an appointed representative of Navigator Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. Our FCA number is 593156.

Both True Wealth Management and Navigator Financial Planning are part of the True Wealth Group, which is part of the Succession Wealth Group which is part of the Aviva Group of Companies.