Hanbury Wealth Management puts the emphasis on accessibility and transparency, with an aim to provide clear, no-nonsense advice to its 1,700 clients.

With a young, diverse and friendly team, the firm aims to support clients and the wider community both on and offline.

Online, Hanbury Wealth is building a website that showcases the firm’s proposition and personality in an engaging and accessible way. Offline, advisers regularly provide overviews of market conditions and hold Q&As at local chamber of commerce events.

Hanbury Wealth gives back to the local community by providing paid work placements and graduate opportunities to young people. It also supports employees with their exams if they seek to gain more qualifications.

This will be the key to succession, as directors Chris Emery and Mandy Dale do not want to sell to a consolidator, but rather to people they know, have trained and who have helped grow the business from within.

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