Welcome to Monrie Wealth Management

We are boutique financial planning specialists. We are here to support and guide you through your financial journey. Together we will protect you and help grow your wealth so you can build the life you are aspiring to.

We do this by providing a bespoke and holistic financial advisory service centered around you and what is important to you!

“Let’s start planning your journey today!”


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SJP Approved 27/12/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Monrie Wealth Management is a trading name of Cakkei Wealth Management Ltd. Cakkei Wealth Management Ltd is registered in England and Wales, Number 13742666. Registered Office: Flat 3, 60 Creffield Road, Colchester, Essex, CO3 3HY.