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Detailed and flexible planning sets the groundwork for success 

Pillar one: Plan


Investing is our passion and the second pillar of successful financial advice. Find out how our experts can help you achieve your goals though disciplined investing today.

Pillar Two


Every plan needs accountability. Reviewing is the third pillar of successful financial advice. Review your progress and consolidate your wealth with us today.

Pillar Three

The Three Pillars of Successful Financial Planning 


Explore the next two pillars in DATA Wealth Management’s three step process


Setting out a financial plan, implementing this plan, and being accountable to the plan, will significantly increase your chances of reaching your long term goals.

The Three Pillars begin with Planning

Financial Advice

We use cashflow modelling to assess your income, expenses, assets and liabilities and create a bespoke financial plan, tailored to your requirements.

Investment Advice

We use our in-depth industry knowledge, coupled with our understanding of your personal risk rating, to create a diversified portfolio which gives you the best chance to meet your long term goals.

Tax Planning

We identify the most efficient tax wrappers for your goals, Planning for a high level of tax efficiency allows your underlying investments to work harder for you.


We can arrange insurance to cover the unexpected and protect the things that matter most to you. Careful planning helps you consider what to protect and how best to achieve this.


We can plan an approach to mortgages for you, either using our own expertise, or referring you to trusted parties for more complicated mortgage requirements. We always ensure you receive the best service in every aspect of your financial requirements.

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Plan, Invest, and Review your wealth today…
Image by Robert Horvick

Information on Risk

Past performance is not a guide to future returns. Investments may go down as well as up and you may get back less than you invested. All investment carries risk and it is important that you, the client, are comfortable with risk before investing. DATA Wealth Management will perform a full risk review with you prior to investing.

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