A brighter financial future for each generation
We preserve and grow your wealth with discretion and insight, offering bespoke investment solutions shaped by empathy, intellect and enduring client relationships
About us
Combining the skills of experienced financial experts, we offer independent, service-focused financial advice to those looking to create a comfortable and prosperous future.
Pegasus Wealth Management is a boutique advisory practice with a dedicated team. We provide tailored financial strategies for individuals, families, trusts, and companies built on integrity, trust, and traditional service values to preserve and grow wealth through lasting relationships and expert, personalised advice.
Services
Financial Planning
Whether you're growing your wealth, entering retirement, or seeking to safeguard it for future generations, our tailored financial planning solutions are designed to meet your unique needs.
Services
Investment Management
Our rigorous investment process, overseen and monitored by our Investment Management Committee (IMC), comprising seasoned investment professionals, aims to deliver informed portfolio advice and a broad suite of financial services, from in-house model portfolios to outsourced discretionary fund managers.
Services
Tax, trusts & estates
Our objective is to develop a tax-efficient investment portfolio that is precisely aligned with your individual financial circumstances. By optimally utilising available tax allowances, reliefs and tax structures we aim to enhance the overall efficiency and performance of your capital.
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