top of page

People

As independent Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners, we prioritise impartiality and unbiased advice.

 

Our focus is on listening to you and engaging in challenging conversations to help you make the best decisions for your future.

 

We have designed our business model to be client-centric, working only with families and individuals who value long-term relationships and have integrity.

 

Whoever you decide to talk, changes everything.

nic round
Hello, I’m Nic Round, 

T |  0333 939 8263

X |  @thewealthcoach_

I deeply consider your personal situation to ensure you achieve the best outcomes, and your future self will thank you for it!

As a Chartered Financial Planner and Chartered Wealth Manager, I lead one of the top 25 independent financial planning firms in the UK and am at the forefront of wealth coaching.

I help people find the right balance between self-investing and delegating to professionals.

For over 30 years, I've been helping individuals gain financial peace of mind. Today, more than ever, you can take control of your finances. You don't need to be an investment expert; by understanding some basics, you can achieve, and even surpass, the outcomes of professionals. And if managing money isn’t your thing, we can show you how to delegate responsibility more simply and effectively than ever before.

I wear many hats: coach, strategist, consultant, counsellor, adviser, confidant, mentor, and always your advocate. I’m a financial thinker with investment karma, offering peace of mind in a complex financial world.

dan round
Hello, I’m Dan Round, 

T |  0333 939 8263

X |  @thewealthcoach_

I started my career in financial services 24 years ago after leaving Shrewsbury School and soon qualified as a Chartered Financial Planner.

I specialise in comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies. I am married to Jessica and have two children.

Away from the office, I am an active member of our local community coaching youth football, keeping fit and spending time with family and friends.

Would you like to talk now?

UK +44 (0)333 939 8263
hello@thewealth.coach

​

Treowe House

2 Claremont Bank, Shrewsbury, SY1 1RW​

Get smarter about your financial decisions

Subscribe to our newsletter • Don’t miss out!

Thanks for subscribing!

Privacy Policy | Terms & Conditions  | Cookie Policy

An Independent Wealth Management and Financial Adviser

  • Instagram
  • Facebook
  • Twitter
  • LinkedIn

The Wealth Coach is a trading name of Murray Round Wealth Management Limited authorised and regulated by The Financial Conduct Authority

​

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Wealth Coach is a trading name of Murray Round Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Murray Round Wealth Management Limited is entered on the FCA register under reference 194133. Company number 4010289. Registered address 2 Claremont Bank, Shrewsbury, SY1 1RW Telephone: 01743 248018 or email hello@thewealth.coach. Please note that information on this site should not be viewed as a personal recommendation or solicitation to deal.

The Wealth Coach

bottom of page