The path forward
starts with you

Life is meant to be lived. We help you get your finances in order so you can spend more time exploring, discovering, and enjoying it.

Where are you in life?

A woman hiking up a mountain with her dog

I’m looking to
build wealth

I need help
with investing

I’m looking to
retire soon

I’m already
retired

What does your ideal future look like?

For some, it’s weekends in the hills. For others, it’s family nearby, a business they’re proud of, or time to slow down. Whatever your idea of a good life is, we’ll help you make it happen.

Start your story with us

The Fellmont difference

Security

Keeping your wealth safe and your plans on track.

Growth

Helping your savings reach their potential.

Enjoyment

Freeing you to spend time where it counts.

See what sets us apart

I cannot recommend Alex highly enough. Alex has taken over my investments with the same professional, courteous, and transparent advice I have always had.

Alex has recently given me an option for my retirement that I hadn’t considered, and I couldn’t be happier with the outcome. I cannot put a price on the peace of mind it has given me.

Read the full story

Mrs Stones

My solicitor introduced me, and Alex Lane has been my financial adviser for several years. I had never used a financial adviser before, and Alex soon put me at my ease.

I was impressed by how clearly he explained my options to me, and I am confident that he is always working in my best interest.

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Mrs Liz Gill

We were very impressed with the advice we received, particularly in regard to which pensions to transfer and which to leave to mature.

We were given a great deal of confidence by this advice and felt that Alex had our best interests at the forefront of all the advice he gave us.

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Jill & Pete Smith

    
 
 
      Posted on Google  
   
   Angus Robertson 
 3 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Been with Alex and then Alex and Fellmont Wealth for 5 years. Always on hand for any questions or queries you may have via email, phone or in person. Would highly recommend. 5/5
  
 
     Posted on Google  
   
   David Tyson 
 11 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have been happy with our pension investment over the last 5 years and will continue with the service
  
 
     Posted on Google  
   
   Karen Smith 
 17 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Alex (and his father before him)have  provided us with very sound advice over many years & made making big decisions easier. His natural people skills shine through
  
 
     Posted on Google  
   
   Kath Thompson 
 19 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My husband and I met Alex almost five years ago to discuss investing his pension pot. Alex has always provided us with straightforward advice regarding risk management and takes time to explain our best options. Our investment has grown significantly over the past five years by taking his advice. We highly recommend Fellmont Wealth and trust him fully with our investment. Thanks Alex.
  
 
     Posted on Google  
   
   Andrew Kerr 
 52 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My initial meeting with Alex 8years ago was to discuss the investment of my pension pot, the level of security and risk management to suit my requirements. Having annual reviews with Alex and with taking an annual salary for the last 8years. My investment is as healthy now as when first invested. Highly recommend.
  
 
     Posted on Google  
   
   Neil Moore 
 60 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I cannot thank Alex Lane of Fellmont Wealth enough for making my pension transfer so stress-free. Moving my old pension into a SIPP and setting up a retirement investment plan prior to retiring felt overwhelming at first, but he was able to clearly and concisely explain to me in layman's terms what my best options were.
Alex takes his time to explain the implications and benefits of any decisions regarding my risk comfort level. Over the past 5 years I have seen my investment grow and now feel completely confident and secure about my income in retirement.
  
 
     Posted on Google  
   
   Duncan Woodcock 
 63 days ago
 
 
 Trustindex verifies that the original source of the review is Google. The service and quality of advice my wife and I have received from Alex Lane at Fellmont Wealth has more than exceeded our expectations.  We highly recommend Fellmont Wealth to anyone looking for the reassurance of truly expert professional financial advice.
  
 
     Posted on Google  
   
   james mcneilly 
 66 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been using Alex Lane for financial services advice over the last 5 years and have built up an excellent relationship with him. He is easy to work with , approachable and accommodating whether for meetings or any other communication. He provides clear and concise advice once he understands your profile and requirements  providing explanation for his proposals in the level of detail that you require.
The results of investments made have given me confidence to continue with his services.
  
 
     Posted on Google  
   
   john hartley 
 70 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Alex has been managing my retirement portfolio for the past 5 years. I meet him for an annual review and he keeps me updated in between if necessary.  He is clear in his explanations, very personable and I trust his investment strategy.
  
 
     Posted on Google  
   
   Matt Hirst 
 73 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been with Alex at Fellmont Wealth for several years now, and I couldn’t be happier with the service. He’s knowledgeable, professional, and always takes the time to explain things clearly. My pension is in safe hands—which is just as well, as it's several year's before I can get my hands on it! Highly recommended.
  
 
     Posted on Google  
   
   Gareth Roberts 
 79 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have known Alex at Fellmont Wealth for 5 years now and the friendly service and advice has been brilliant.  Always there to answer any questions and concerns and looking forward to work with him for many years to come. Thank you Alex and the Team.
  
 
     Posted on Google  
   
   Susan Brown 
 80 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with Alex for about 5 years, he is very helpful, makes sure he understands your needs and goals for your Financial planning. He keeps in touch regularly to ensure you understand your financial position and it still meets your needs. Would highly recommend Alex and his team.
  
 
     Posted on Google  
   
   Chris Wardrope 
 80 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have used Alex and the team at (David Kneale Financial Management now) Fellmont Wealth now for my pensions advice and financial planning for over 5 years.  I have always received the very best of service and nothing is too much trouble for Alex, who keeps in regular contact offering sound and stable planning advice.  All discussions are transparent and genuine trust has been built up over these last few years.  Fees are very competitive and in line with market.  I would highly recommend Fellmont Wealth for financial planning.
  
 
     Posted on Google  
   
   Gill Newman 
 82 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Another excellent meeting with Alex - it's great knowing your advisor really listens to what you say and provides guidance and input accordingly, gives me confidence and comfort that my funds are being well managed. Really enjoy the meetings, always learn something and leave feeling good about the future, Cannot recommend Alex Lane and Fellmont Wealth enough!
  
 
     Posted on Google  
   
   Jim Palmer 
 82 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Have known Alex for many years and have been advised by him and his father Gary before him since 1994. Felmont Wealth is Alex's new company and I wouldn't hesitate to recommend his services.
  
 
     Posted on Google  
   
   Mark Crossley 
 87 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Ive been a client of Alex' for several years. He has steered me through complex retirement planning and made the whole process straightforward and well explained. On a personal note i cannot recommend Alex highly enough, he is incredibly knowledgeable and has consistently given me excellent advice. I have no hesitation in recommending Fellmont Wealth, i have always had excellent, professional service from the team.
  
 
     Posted on Google  
   
   Liz Gill 
 92 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Alex has been giving me excellent financial advice for over five years and I am very happy with his service!
He has found the best annuity and pension investments for me and is continually reviewing them to make sure I receive the best outcome possible.
I particularly appreciate our meetings in person and the way he explains matters so I can understand them fully.
I would highly recommend Alex at Fellmont Wealth.
  
 
     Posted on Google  
   
   Lottie 
 102 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Genuine, knowledgeable and trustworthy advice on retirement planning from Alex, at Fellmont.
  
 
     Posted on Google  
   
   Andy Wrathall 
 102 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent advice, friendly service, prompt replies to any queries. Highly recommended.
  
 
     Posted on Google  
   
   Alan Hume 
 103 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I are delighted to recommend Alex Lane at Fellmont Wealth. He is an excellent communicator and his commitment to providing a personalised service by carefully developing an understanding of his clients’ requirements is outstanding and much appreciated.
  
 
     Posted on Google  
   
   Elaine ehume@hotmail.co.uk 
 103 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been very impressed with the service provided by Alex at Fellmont Wealth.
Alex is both personable and knowledgeable and I am very happy for him to manage my investment portfolio.

The path forward starts with you

Where are you in life?

I’m looking tobuild wealth

I need helpwith investing

I’m looking toretire soon

I’m alreadyretired

What does your ideal future look like?

The Fellmont difference

Security

Growth

Enjoyment

Mrs Stones

Mrs Liz Gill

Jill & Pete Smith

The path forward
starts with you

I’m looking to
build wealth

I need help
with investing

I’m looking to
retire soon

I’m already
retired