Wealth Builders - Family Wealth Fortress

[AskingForAdvice2026]

Has anyone any experience of working with Wealth Builders and would you recommend them? I am considering their new Family Wealth Fortress programme - it costs £10K for a year. I am looking for a holistic review of my finances (sole trader and company director, also maybe setting up a SASS Pension). I like the fact they are independent i.e. not trying to sell me products however cautious they are unregulated. Any advice much appreciated. Thank you.

Unregulated and charging £10k for a year!!

Are you insane?!

What do you supposedly get for this £10k?

Thank you for your replies. No - not insane! Here is a link Wealth Dynamics for more information about Wealth Builders although the programme I am interested in and considering is a new one called The Family Wealth Fortress which is "a Unique Framework to Build and Protect Your Assets - and Minimise Inheritance Tax." It covers 7 areas - tax, legal, financial, structures, SSAS, recurring and legacy. Having listened to this they describe themselves as offering a comprehensive and personal plan covering these areas a bit like a GP/or 360 degree financial health check up.

Ah new way to post an ad. Lovely

Oh, some completely random words on a graphic. I take it back, they're obviously legit.

Is that photo on the right noted financial genius Liz Truss?

I am not posting an ad and posted the links to give more information in answer to the questions. I am genuinely asking if anyone has experience (good, bad or indifferent) of this organisation? I would like to review and improve my financial situation. The hardest things to know are the things you don't know and I'd like / need someone to look at my overall financial situation (properties in my name and limited company and commercial) with an aim to reduce tax including inheritance tax, retirement options, pensions etc. If anyone has any recommendations who could look at it all holistically these would also be gratefully received.

https://www.moneyhelper.org.uk/en/getting-help-and-advice/financial-advisers/choosing-a-financial-adviser

https://www.thepfs.org/membership/find-an-adviser/

Hi there everyone. I have been made aware of this thread and as a Director of WealthBuilders (Wealth Builders Together Ltd) I wish to dispel the confusion and clarify that we are in no way connected to the company which has been flagged by the FCA, wealth-builders.org.

No Directors or employees of WealthBuilders have any association with wealth-builders.org and it is a separate legal entity.

We are aware of this organisation's reputation and are taking steps to ensure that it is clear that this is not WealthBuilders.

For independent verification, please visit Companies House to assess the Officers and People with Significant Control, where you will be able to see that these two companies are completely different, despite having similar-sounding names.

Anyone wishing to seek further clarity is welcome to contact us directly using the details on our website, www.wealthbuilders.co.uk.

Many thanks for your understanding.

So is WealthBuilders (Wealth Builders Together Ltd) authorised by the FCA?

@SparklingWater0Calories No, we are not a regulated advice-giving firm. We provide holistic wealth guidance and strategic wealth support, depending on the work we do with people. We do not pretend to be or imitate financial advisors, and in fact work with IFA firms as many of our clients seek regulated advice. Likewise, with tax and legal work. Using regulated advice is an important step for many, which we thoroughly support. I hope that gives you clarity here? Thanks.

And what makes your advice-free holistic review worth £10k a year?

Answer came there none.