At Jensen Wealth Management our aim is to empower everyday people to achieve their financial dreams and aspirations in a simple, fun, approachable way. We make financial advice accessible to everyone, build strong long-term relationships and offer bespoke financial solutions to help them reach financial independence and maximise their quality of life. 

We are a family run business, based in the historic market town of Marlborough, Wiltshire, but we provide wealth management advice to clients within the surrounding areas, and throughout the UK. 

As a team we have over 40 years’ experience in the financial service industry. 

We are dedicated to delivering bespoke face-to-face financial advice to both individuals and businesses in all aspects of financial planning. 

We offer financial advice on a full range of issues including protection, investment planning, retirement planning, estate and inheritance tax planning and corporate services. 

We understand that planning a secure future for you, your family or business is one of the most important steps you will take. Our focus is to build trusted long-lasting professional relationships with clients by fully understanding their needs, wants and aspirations which will then enable us to deliver a tailored financial solution. 

Aside from our day to day business, we are proud to be accredited for our financial wellbeing programmes and workshops. This free of charge content is designed to help support businesses by improving the wellbeing of their employees through financial education.

We live by our Practice values: 

• We care – we build positive, empathetic, long lasting relationships with our clients and their families. We offer a no obligation meeting, and nothing is too small or complex. 
• Client comes first – we put clients at the heart of everything we do, we listen to feedback and all advice is bespoke to individual client’s needs.
• Approachable – we are a friendly, family run team, that gives helpful advice in a non-jargon, uncomplicated way. 
• Experience – clients will experience an excellent level of service, with regular check in points to make sure we are supporting them when needed. We always deliver what we promise.