12 | Investment Excellence Awards 2026 Best Global Wealth Manager 2026 Fawley Wealth International provides independent wealth planning and investment advice, with a particular focus on helping people navigate complex cross-border financial issues. This work combines financial planning, investment management, taxaware strategies, retirement planning, and cross-border advice into a single, long-term plan. Rather than starting with products or portfolios, the firm starts with the client’s life, their family, and the financial decisions that matter most over the coming decades. These clients are typically internationally connected families whose finances span more than one country. Many are British expatriates living in the United States, Americans living or planning to retire in the UK and Europe, or professionals who have accumulated wealth across different jurisdictions. They often face decisions involving pensions, taxation investments, estate planning, and currency exposure that require advice beyond what a traditional domestic financial advisor can provide. Every investment strategy begins with a financial plan. Before the team discusses asset allocation, manager selection, or investment firms, it first establishes what the client is trying to achieve, whether that is retiring at 60, buying a second home, or leaving a legacy. Each of these goals has its own defined cost, time horizon, and probability of success and, with this information, the team can create a personal benchmark based on the required return. This client-centric approach has been shaped by Fawley Wealth International’s core ethos. “We believe financial advice is fundamentally about relationships,” Miles told us. “We see ourselves as long-term financial coaches and advocates rather than portfolio managers alone. Every strategic decision we make, from specialising in cross-border planning to investing in client education, is intended to strengthen that long-term partnership.” This is particularly true for Fawley Wealth International’s Advice Fee Revolution and Fair Fee Promise. In today’s landscape, the investment industry has become known for placing strong emphasis on market returns whilst failing to assess the effects that fees can have on an investor’s longterm outcomes. Advisory fees are typically charged as a percentage of assets under management, and compound in exactly the same way as investment returns. Even a seemingly modest difference in annual charges can have a substantial impact on a client’s wealth over time. Identifying this glaring pain point was a key priority for the team. “Before launching Fawley Wealth International, we analysed the fee structures used across the advisory profession and asked a simple question: ‘Does the traditional pricing model still reflect the value clients receive?’” Miles shared. “We concluded that the industry should be having a more open conversation about value, transparency, and fairness.” Rather than simply publishing its fees, Fawley Wealth International has created an educational section on its website that demonstrates how advisory, platform, and investment management costs accumulate over time. The firm encourages its prospective clients to compare providers on total costs, and to evaluate those costs alongside the quality of financial planning, investment management, tax advice, and ongoing service they receive. Technology has also emerged as an invaluable tool in this mission. Fawley Wealth International has embraced interactive cash flow modelling as the foundation of its planning process, allowing clients to visualise the financial consequences of decisions before they make them. Instead of relying on static reports, clients can see how retiring earlier, purchasing a second home, or selling their business can affect their longterm financial security, transforming planning from a one-off exercise into an ongoing conversation. The world of financial planning is evolving rapidly, and Fawley Wealth International will dedicate the remainder of 2026 to evolving alongside it. The firm will invest in new technology, planning tools, and client reporting capabilities that make complex decisions easier to understand and in line with a personal finance plan. Education will serve as a key part of this long-term vision – through articles, market commentary, webinars, and speaking engagements – with the understanding that better-informed clients make significantly better financial decisions. “We believe the future of wealth management is increasingly centred on personal advice rather than selling commission-based investment products, so we’re continuing to develop our planning capabilities across retirement, tax, estate, and cross-border financial planning,” said Miles. “Having established a strong foundation, our focus is now on growing deliberately, with the right clients, rather than quickly. We want to continue building a boutique advisory firm that delivers institutional-quality advice while maintaining the highly personal service our clients value.” Contact: Miles Sharpe Company: Fawley Wealth International Web Address: www.fawleywealth.com Since its inception in 2024, Fawley Wealth International has been on a mission to disrupt the wealth industry. The firm has built a name for empowering clients to better understand the value of financial advice, building clear strategies and solutions based around their unique objectives and concerns. We heard more from Co-Founder Miles Sharpe below.
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