About Us

Executive Wealth Management Ltd provides bespoke financial advice to private clients, small business owners, families and trustees predominately on a fee basis. Our clients come from all walks of life and we are not restricted on where clients reside, as we have clients all over the UK, although predominantly our clients are based in Wiltshire and the Thames valley corridor.

At Executive Wealth Management Ltd we take great pride in helping our clients to achieve their long term financial objectives, whether that is just starting out on the road to building their wealth or for those clients looking to preserve their wealth for future generations.

The skill of wealth management is the ability to respond to the needs and requirements of one generation whilst acknowledging the desires and aspirations of another. Structures put in place today may have far reaching effects tomorrow and an appreciation of longer term implications is essential in constructing a plan that satisfies the requirements of all parties.

Executive Wealth Management Ltd provides independent financial advice, financial planning and wealth management services to private clients, companies and Trusts. Our services incorporate comprehensive financial planning, investment portfolio management and long term care planning. Utilising the experience and knowledge of our highly qualified team, we pride ourselves on the professional and long lasting relationship we develop with our clients and their families.

Our initial meeting is held at our expense and is without obligation, if you would like to meet us, please contact us either by email or telephone 01793 976162.

Meet the Team

Both of our advisers have over 20 years experience in the financial services industry and strive to develop long term relationships with both individual and corporate clients.

James Relph
James
Relph

James Relph

01793 976162

About James

Managing Director

James is married with 2 children and lives locally in Swindon. He is a keen skier and a qualified instructor in dinghy sailing. He and his wife, Sarah, started Executive Wealth Management Ltd in 2011 when he felt the larger IFA companies were not providing the level of service his clients desired.

Kevin Jakeman
Kevin
Jakeman

Kevin Jakeman

01793 976162

About Kevin

Financial Planner

Kevin is married with 4 children under the age of 12. He is a keen golfer and enjoys all sports, including running and walking. He is also passionate about football and captain of his local pubs ‘Aunt Sally’ team.

Sarah Relph
Sarah
Relph

Sarah Relph

01793 976162

About Sarah

Office Manager

Sarah provides all the office support to both of our advisers. She is a keen runner, having completed a number of half marathons as well as the London Marathon.

Want to know more?

Call us for a friendly chat on 01793 976162 or email: admin@executivewealthmanagement.co.uk