Take control of your finances, with help from the next generation of Wealth Managers.
Wealth Desk is a tech-enabled service that helps you build long-term wealth, without the costs of a financial adviser.
We connect you with the next generation of wealth management professionals to analyse your finances, identify your goals, and help you get there.
Our Wealth Partners are industry qualified, and have spent hundreds of hours passing rigorous exams, with experience at some of the world’s most prestigious private banks and wealth management firms.
Helping you build long-term wealth with professional financial coaching.
Understanding how to manage your money is the arguably the most valuable skill you will ever learn, but the soaring costs of financial advice
means that wealth management is a luxury for the rich, and Wealth Desk is here to change that.
Our Wealth Partners work with you on investing, tax efficiency, financial protection and financial planning, so you can take control of your finances, at the fraction of the cost of financial advice.
How it Works
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Coach meeting and beyond
Undergo a one hour consultation with your Wealth Partner, discussing your current financial and wider situation, any goals you are working towards, and any questions or concerns about your finances.
Your Wealth Partner will analyse your financial situation and write a personalised wealth report, giving guidance and coaching on your situation, and providing you with the basic tools and knowledge to build long-term wealth on your terms.
Tech-Enabled, Industry Qualified Professionals
All of our Wealth Partners are level 4 qualified to the same minimum standard as a financial adviser, meaning they have passed the same exams and hold a similar level of technical knowledge.
Our aim is to empower the younger generation in the industry and deliver a more affordable service for as many as possible.
Our Wealth Partners focus solely on coaching and not advice. Our approach is education-first, empowering you to take control of your finances confidently.
Flexible and Ongoing Mentorship
Our goal is to give you all the tools you need to take control of your finances in a way that suits you.
Through a 1-2-1 consultation, a bespoke plan, and follow-up support & content, you'll have lasting knowledge and the confidence that you are doing the right thing with your money.
Whether you're saving for a home, managing debt, or planning for the future, our Wealth Partners adapt to your financial journey.
