Frizzell Wealth Management Ltd

Frizzell Wealth Management Ltd Wallingford-based financial advisers offering pension, investment & inheritance tax planning.

We'd like to say a big thank you to Charles, a student from Cranford School, who has spent the last two weeks with us at...
28/08/2026

We'd like to say a big thank you to Charles, a student from Cranford School, who has spent the last two weeks with us at Frizzell on work experience. 👏

During his time with us, he’s had the opportunity to see what life in financial services is really like, working alongside the team and helping with a number of projects around protection planning.

He’s been a pleasure to have in the office, showing a genuine willingness to learn, asking thoughtful questions, and getting involved in everything that came his way. It's been lovely to see his confidence grow and watch him gain an insight into an industry that was completely new to him.

Today marks the end of his experience, and we'd like to thank him for all his hard work over the past fortnight.

We wish him all the very best with his studies and whatever comes next. 🌟

Our team recently came together in the office together with the team of Denham Wealth Management for an afternoon tea an...
26/08/2026

Our team recently came together in the office together with the team of Denham Wealth Management for an afternoon tea and raffle, raising funds for Breast Cancer Now.

It was a lovely afternoon of tea, cakes and a bit of friendly raffle competition — all while supporting an important cause. 💗

A big thank you to everyone in the team who baked, donated, bought raffle tickets and helped make the afternoon a success.

We're proud to have raised funds for Breast Cancer Now and to play our part in supporting their work.

How do I turn business success into personal financial security? 🛡️Many business owners spend years growing a company bu...
18/08/2026

How do I turn business success into personal financial security? 🛡️

Many business owners spend years growing a company but less time planning how that success translates into personal wealth.

Our Advisers help business owners answer questions such as:

• How much should I retain in the business?
• Am I over-reliant on a future sale?
• How can I extract profits tax efficiently?
• What would happen if I stopped working tomorrow?

The goal is to ensure business success supports personal and family goals with a joined-up approach to personal and business financial planning. Whether that’s helping to grow the business now, protect what has been created or plan for succession in the future, a financial adviser can become an invaluable part of your wider team.

For many families, funding a child's education is one of their biggest long-term financial commitments. 🎓Starting early ...
13/08/2026

For many families, funding a child's education is one of their biggest long-term financial commitments. 🎓

Starting early can provide more time to build a dedicated education fund, manage future cash flow and consider how education costs fit alongside wider family financial planning.

Our latest blog explores how financial advice can help families plan for school fees from birth, including the role of investments, gifting, Trusts and intergenerational planning. 📖

Read the full article on our website: https://www.frizzellwm.co.uk/article/detail/2026/august/planning-for-school-fees.html

Our office transformation continues... 🛠️Since our last update, there's been plenty of progress on our office expansion....
07/08/2026

Our office transformation continues... 🛠️

Since our last update, there's been plenty of progress on our office expansion. Every step brings us closer to creating an even better space for our clients and our team.

We're looking forward to sharing the finished result soon. In the meantime, here's a look at how things are coming along. 💙

One of the most common financial planning conversations we have with our clients isn't about investment returns, it's ab...
04/08/2026

One of the most common financial planning conversations we have with our clients isn't about investment returns, it's about lifestyle.

Some of the most crucial things we consider for our clients are:

✅ What their retirement spending may look like
✅ How their different income sources fit together
✅ How they can afford major goals such as travel or helping family
✅ How to manage tax efficiently in retirement

By understanding the wider picture with a tailored, holistic approach, we can help to shape a retirement that ticks all of the boxes.

Private school fees and future education costs can add up to a significant amount over a child's lifetime.The good news?...
31/07/2026

Private school fees and future education costs can add up to a significant amount over a child's lifetime.

The good news? Starting early can make a huge difference.

By putting a financial plan in place from birth, families can:

✅ Build a dedicated education fund over time
✅ Use surplus income more effectively
✅ Reduce pressure on future household finances
✅ Benefit from long-term investment growth potential
✅ Involve grandparents and other family members through gifting strategies
✅ Incorporate education funding into wider inheritance tax and estate planning

If providing private education is one of your long-term goals, starting sooner rather than later could help put you in a stronger position.

Not all protection is the same.Different policies are designed to protect against different risks:✅ Life Insurance – sup...
29/07/2026

Not all protection is the same.

Different policies are designed to protect against different risks:

✅ Life Insurance – supports loved ones financially if you die.
✅ Critical Illness Cover – provides a lump sum if diagnosed with a specified serious illness.
✅ Income Protection – replaces part of your income if illness or injury prevents you from working.
✅ Family Income Benefit – provides ongoing income for dependants.
✅ Relevant Life Cover – a tax-efficient solution often used by business owners and company directors.

The right solution depends on your circumstances, family situation and financial commitments which is why personalised financial advice matters.

Donald is one of our Wealth Managers based here in our Wallingford office, where he works with local families, professio...
23/07/2026

Donald is one of our Wealth Managers based here in our Wallingford office, where he works with local families, professionals and business owners across South Oxfordshire.

Many of the conversations Donald has are about more than money. Clients often come to him when they're facing a major life event and want expert guidance on what their options are and what steps they should take next.

Whether that's:
▪ Planning for retirement and making sure their savings can support the lifestyle they want
▪ Working through the financial implications of a divorce or separation
▪ Turning business success into long-term family wealth
▪ Reducing inheritance tax concerns and protecting assets for future generations

Donald combines experience gained at Lloyds Private Bank and HSBC with a personal approach that focuses on understanding each client's family situation, priorities and long-term goals. He's known for helping people make sense of complex financial decisions and providing practical, tailored advice that helps them move forward with confidence.

You'll find Donald at our Wallingford office, supporting clients throughout South Oxfordshire and the surrounding area.

When people think about financial planning, pensions, investments and mortgages often come to mind. But one important ar...
21/07/2026

When people think about financial planning, pensions, investments and mortgages often come to mind. But one important area is frequently overlooked: protection. 🛡️

Whether it's protecting your income, supporting your family, or providing financial security if life takes an unexpected turn, having the right protection in place can form the foundation of a resilient financial plan. 💙

In our latest article, we explore why protection is such an important part of financial planning, the different types of cover available, and why reviewing your options could provide valuable peace of mind.

Read the full article here: https://www.frizzellwm.co.uk/article/detail/2026/july/why-protection.html

Address

1 St. Mary’s Court
Wallingford
OX100EB

Opening Hours

Monday 9am - 2am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441491821001

Website

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