A Warm Welcome to QED Wealth Management
At QED, we believe financial planning is about more than numbers — it’s about people, families, and the lives they’ve worked hard to build.
We’re privileged to work with a small number of successful individuals and families who value clarity, personal service, and trusted advice.
Many are approaching retirement or already enjoying it and want to ensure their wealth supports the life they envision — now and for generations to come.
Our clients typically share a few key traits:
- Financially accomplished — often business owners, senior professionals, or executives
- Aged 50 to 75 — planning for retirement or already retired
- Family-focused — with strong values and a desire to support loved ones
- Located in the South-West — though we serve clients across Southern England and Wales
- Substantial assets — typically £750,000+ in pensions, investments, and savings
They come to us with thoughtful questions:
- Can I enjoy life without worrying about money?
- Are my pensions and investments working as they should?
- When can I afford to retire — and how much income is safe to draw?
- How can I help my children or grandchildren without compromising my own future?
- What’s the best way to manage inheritance tax and future care costs?
Above all, our clients want peace of mind — knowing their financial affairs are in expert hands, and that they have a clear, personalised strategy for the years ahead.
If this sounds like you, we’d be delighted to welcome you for a relaxed, no-obligation conversation — at our expense.
What our clients say:
We chose Darren specifically because…we preferred his approach of minimising the internal “tax” of high management costs. He has paid us ample attention…His explanations are clear, at the right level of detail, and he has inspired confidence. He has managed to avoid swamping us with unnecessary paperwork and we have a straightforward view of our investments which we can call up on the web whenever we want, all in one place. I have no hesitation in recommending Darren.
What Darren provides is a focus on a balanced portfolio, tuned to a level of risk tailored to your circumstances and objectives with investment funds that are not like vampires that drain away the value of your portfolio with high fees.
Darren listens really well and takes the time to understand personal goals. His assessment of his clients attitude to risk is the best I have come across from an advisor and very thorough.
Our family has dealt with Darren for over 20 years, he has become a valued and trusted advisor. He offers strong and sound advice and explains everything in layman’s terms. Family businesses and investments are always delicate and can become quite emotive and controversial. Darren navigates his way through these discussions and listens to everyone’s concerns before offering sound solutions. He always follows through everything and does what he promises.
When my wife and I needed proper professional advice we looked at other IFAs and realised that…Darren was so far ahead of them in terms of research, seriousness, management backup and probity.
I was extremely worried about choosing an investment adviser, but having learnt more about QED’s service and having spoken to several existing clients, I felt confident QED were the right people for me.