Executive Wealth Management 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 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 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.

James Relph

Managing Director


Meet the team

James Relph

Managing Director

About James 

James is married with 2 children and lives locally in Swindon. He is a keen skier and a qualified instructor in dinghy sailing and powerboating. 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.


Sarah Relph

Office Manager

About Sarah

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. 

Jason Ferris

Investment Administrator

About Jason

Jason provides administrative support to our financial advisors. He is married with 3 children and lives in Swindon. He is a keen percussionist regularly performing with bands around the UK. He enjoys various sports, including football and rugby.