At Blyth Wealth Management we cut through the jargon and financial noise to focus on the important questions. Are you and your family going to be OK? When can you retire? What are you retiring to? What is the purpose behind your savings and investments?
We will work with you to put a plan in place which is in line with your own unique goals, dreams and aspirations. How do you want to be living your life now and in the future? We’ll be with you to remove your financial anxiety, promote sound financial behaviour and make sound long-term financial decisions.
We advise on pensions and retirement planning, estate planning, protection and investments and use cashflow modelling as a visual tool so that you can see how your financial future may look in different scenarios. We will put a financial plan in place to get you to your desired destination, and you will always have our support on your financial journey.
Blyth Wealth Management Limited was founded with a mission to empower our clients to make informed financial decisions and help them achieve their own unique financial goals and aspirations. We do this through providing personalised, easy-to-understand advice and a proactive and high quality service which is tailored to each clients’ specific needs and circumstances.
We are committed to fostering a culture of transparency, inclusion, integrity and education which puts our clients at the heart of everything we do. We strive to get to know our clients and to really understand what’s important to them and form long-term, trusted relationships. We place a high value on client feedback, which we use to ensure that we continue to understand what they need and want and to provide the highest level of service to our clients.
Why us?
Blyth Wealth Management provides independent advice which means we provide advice from researching the whole of the market and are not tied to any companies. This ensures we have our clients’ best interests at heart and have access to all retail investment products that may be suited to their individual needs and objectives.
At Blyth Wealth Management we believe in enhancing our clients’ financial well-being by helping them develop a greater understanding of personal finance and investments without the jargon. We are passionate about enhancing our clients’ financial knowledge to enable them to make informed decisions and feel confident in their financial journey.
We understand that money is emotional and encourage open discussions about our clients’ feelings and experiences with money and help them develop a more balanced and positive relationship with money.
At Blyth Wealth Management we support clients in setting realistic, achievable financial goals that align with their values and aspirations. We regularly review and adjust these objectives as needed, ensuring they remain relevant and attainable.
Get to know us
Sarah Blyth
Hi, I’m Sarah. I’m a Chartered Independent Financial Planner and Coach with over a decade experience in financial services and wealth management. Financial planning is more than just products and investments. It’s about truly listening to and understanding your needs, desires, worries and aspirations and making a plan together that’s flexible and optimal for your circumstances and goals. My mission is to empower you to live your fullest life without financial anxiety, and I’ll be with you every step of the way.
Outside of work, my twin boys keep me on my toes, and I love spending time with family and friends. Hiking is my go-to for maintaining sanity, and I’ve recently taken up running, embracing it as a new challenge now that I’ve reached the age where it seems to be the thing to do.
Esme Valler
Hi, I’m Esme. I’ve been working in financial services for almost 10 years now and I have worked with Sarah for the last 5 of them! I’m Client Services Executive here at Blyth Wealth Management and I work behind the scenes to ensure your journey is as smooth as possible.
Outside of work I enjoy horse riding and gluten-free baking and regularly participate in the monthly market in Henley-on-Thames. I have recently rescued a cat called Sal who came all the way from Dubai and I hope to foster even more in the future!
Our core values
The core values that guide our firm’s actions and decisions and that shape its culture are:
Integrity: We are committed to integrity, honesty and transparency in all our actions and decisions.
Customer focus: We are committed to providing the best outcomes for our clients and ensuring they are at the heart of everything we do.
Professionalism: We are committed to providing professional, high quality advice and ongoing service and developing the knowledge and skills of our employees.
Communication: The firm is committed to a ‘listening up’ culture where everyone is listened to and heard, where everyone has a voice and where discussion is encouraged to improve our level of support, understanding and performance. Having multiple different perspectives leads to healthy outcomes for everyone involved.
Growth: We are committed to continuously learning and improving the experiences of our clients and to the growth and empowerment of our employees.
Collaboration: We are committed to fostering a culture of teamwork and collaboration where everyone strives for the best outcomes for our clients.
Compliance: We are committed to compliance with all relevant laws and regulations, and to maintaining the highest standards of ethical conduct.
Safety: We adopt a culture of safety for all involved in Blyth Wealth Management. It is important that everyone feels safe to disclose information in the knowledge that they will be supported and that disclosure leads to positive outcomes.
Want to know more?
To find out more or to arrange a meeting with us, please call 01256 578108, or email support@blythwealth.co.uk