Personalised financial planning for every stage of life

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What We Do

At Interactive Wealth Management, we offer a completely personalised approach to financial planning. We know that every client’s financial situation is different, so we will work with you to understand your current circumstances and your goals—determining a bespoke solution for building, preserving, and enhancing your wealth throughout your lifetime.

We believe in building long-term relationships with our clients, based on trust and transparency. That’s why ongoing interaction and regular face-to-face reviews are the cornerstone of our service. This means we can provide you with tailored advice at each and every stage in your financial journey.

Our Process

Our Team

Our Service

Testimonials

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Interactive Wealth Management has consistently provided us with bespoke financial advice; they have particular expertise in dealing with medical professionals and always offer a range of options, tailored to suit individual circumstance. They are reliable and responsive, and provide us with reassurance in the knowledge that our investments are in good hands.

C Goddard & J Rimer

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I have been a client of Interactive Wealth Management for 15 years – their consultative approach to investing has allowed my portfolio to adapt to changing circumstances, both my own and the challenging investment landscape we have seen over this period. The team are highly experienced and professional, they maintain regular contact and most importantly, offer consistently sound investment advice!

Harry Owen, Chief Operating Officer, City AM Ltd

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I have employed Athole and Neil of Interactive Wealth Management as my financial advisers for over 20 years. During this time I have found IWM to offer sound, concise advice communicated in a jargon-free way. I’ve been impressed with their clarity, awareness and adaptability to changing markets and am delighted with the service I’ve received. They make themselves readily available for any queries and respond promptly and effectively. I wouldn’t hesitate to recommend IWM to anyone looking to employ a reliable, effective and knowledgeable financial consultant.

Scott Brown – Owner, Scott G Brown Opticians & Eyecare

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