Wilbury Wealth launch and a fresh new look for Mortgage Medics
11th November 2024
Author EditorPosted on Categories Finance
Great turnout for a launch party, staged in Hove. The development will enable Wilbury Wealth to deliver advice on investments, pensions and retirement planning.
Last month, Sam Murphy and the team at Mortgage Medics threw a party at The Garden Bar in Hove to celebrate their brand refresh and the launch of Wilbury Wealth – their new financial planning arm.
Despite the inclement weather and sickness bugs doing the rounds, the event was attended by over 75 guests from the local business community who were treated to a selection of canapes and cupcakes courtesy of Cielo Cakery.
What’s happening and why?
Mortgage Medics has been supporting first-time buyers, property owners and landlords since 2007 with their mortgage and insurance needs, and now, through Wilbury Wealth, are able to offer a full financial planning service, including advice on investments, pensions and retirement planning.
The new venture is a partnership between Mortgage Medics’ Managing Director, Sam Murphy, and experienced independent financial adviser Leo Smallwood, who joined in the summer from Aegon, having previously worked for Nationwide Building Society’s financial planning arm.
Managing Director Sam Murphy said: “Since the launch of Mortgage Medics in 2007 it’s been a long-held ambition to diversify our offering and offer advice on pensions, investments and holistic financial planning. When I met Leo earlier this year I immediately realised I’d found the right professional to spearhead the new venture. Leo has the perfect blend of experience, skill, diligence and enthusiasm, and I’m excited for the future.
“At the same time as launching Wilbury Wealth, it seemed right to give Mortgage Medics’ branding a refresh. We were still using the original branding from 2007 and we wanted a fresh new look which would compliment Wilbury Wealth and give both new websites a fresh, contemporary look.
“I was delighted so many of our local business contacts were able to join us for the launch party and I’d like to thank The Garden Bar for being truly fantastic hosts.”
Who is Wilbury Wealth aimed at?
Leo Smallwood – partner IFA at Wilbury Wealth – said: “I’m delighted to have launched Wilbury Wealth with Sam and be part of the fantastic team at Mortgage Medics. We’ve spent months planning the new venture and getting everything set up behind the scenes.
“Our vision for Wilbury Wealth is to make financial planning accessible, affordable and user-friendly. We want to encourage young professionals to think about their retirement planning as early as possible and make good decisions for their future and their family.
“We’re also keen to help business owners with their plans for growth, explain how they can put capital reserves to effective use and manage risk.
“Finally we want to help individuals with existing investments. Our fair charging structure and proactive investment strategy is designed to give investors the best chance of consistent and strong returns, as well as making sure their investment strategy is tax efficient and correctly risk-weighted.”
Fundraising
The event also hosted a fundraising raffle in aid of Sussex Nightstop, a local community response to youth homelessness. Sam said: “We’re proud to have supported Sussex Nightstop since 2020 and raised over £25,000 through various initiatives over the last four years.
“A big thank you to the local businesses who supported the raffle and helped us raise £600: Peggs & Son, Cielo Cakery, Posh Totty Design, Beauty Secrets Salon & Spa, and Flour Pot Bakery.”
If you’d like to discuss your financial plan you can get in contact with Mortgage Medics & Wilbury Wealth via these links.
Photography: Michael Cheetham