Venn Wealth Management was founded with a clear mission: to place clients at the centre of everything we do. As a fully independent financial advice firm, we offer bespoke, flexible solutions aligned with your individual goals and circumstances.
Our services span a comprehensive range of financial planning areas, including investments, pensions, savings, and protection. We take pride in our friendly, professional, and client-focused approach, always striving to protect and grow your family wealth over the long term.
David Venn
Founder & Chartered Financial Planner
Fellow of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS)
David Venn is the founder of Venn Wealth Management Ltd and a Chartered Financial Planner with over two decades of experience in the financial services industry. As a Fellow of both the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS), David brings a wealth of knowledge, integrity, and professionalism to his practice.
Throughout his career, David has worked closely with accountants, solicitors, and other professional advisers to deliver highly tailored financial planning solutions. His approach is grounded in building long-term relationships with clients, providing trusted advice through all stages of financial planning—from wealth accumulation to protection and legacy planning.
Want to know more?
To find out more or to arrange a meeting with us, please call 03301 335 465, or email info@venn-wealth.com