Foundry Wealth Ltd
FW
Financial Advisors
Foundry Wealth Ltd
The Old Smithy, Dereham NR20 3LE
# Foundry Wealth Ltd – Business Description
Foundry Wealth Ltd is an independent financial advisory firm based in Dereham, Norfolk, specialising in bespoke investment and retirement planning for individuals, families, and businesses. The firm distinguishes itself through a genuinely personalised approach, taking time to understand each client's unique circumstances, aspirations, and risk tolerance rather than applying generic solutions.
Led by Adam Tebbutt, the practice has built a reputation for expertise across pension consolidation, tax-efficient investment planning, and comprehensive wealth management. Their service extends from wealth building and growth through to protection and preservation strategies. The testimonials reveal consistent themes: responsiveness, clear communication, professional competence, and genuine relationship-building spanning many years. Clients particularly value Adam's mentoring approach—he actively listens, proposes tailored strategies, and conducts regular reviews to adapt to changing circumstances.
What sets Foundry Wealth apart is the breadth of expertise combined with accessibility. They advise on complex matters including HMRC communications, multi-pension provider consolidation, and portfolio management for international relocations, yet maintain approachability and quick turnaround on client queries. The client base—from farmers and business owners to consultants and professionals—reflects their ability to serve diverse sectors and financial situations.
Rather than pursuing rapid growth, Foundry Wealth prioritises long-term client relationships built on trust and demonstrable results. This philosophy has created a practice where clients feel genuinely understood and supported through various financial lifecycles.
Foundry Wealth Ltd is an independent financial advisory firm based in Dereham, Norfolk, specialising in bespoke investment and retirement planning for individuals, families, and businesses. The firm distinguishes itself through a genuinely personalised approach, taking time to understand each client's unique circumstances, aspirations, and risk tolerance rather than applying generic solutions.
Led by Adam Tebbutt, the practice has built a reputation for expertise across pension consolidation, tax-efficient investment planning, and comprehensive wealth management. Their service extends from wealth building and growth through to protection and preservation strategies. The testimonials reveal consistent themes: responsiveness, clear communication, professional competence, and genuine relationship-building spanning many years. Clients particularly value Adam's mentoring approach—he actively listens, proposes tailored strategies, and conducts regular reviews to adapt to changing circumstances.
What sets Foundry Wealth apart is the breadth of expertise combined with accessibility. They advise on complex matters including HMRC communications, multi-pension provider consolidation, and portfolio management for international relocations, yet maintain approachability and quick turnaround on client queries. The client base—from farmers and business owners to consultants and professionals—reflects their ability to serve diverse sectors and financial situations.
Rather than pursuing rapid growth, Foundry Wealth prioritises long-term client relationships built on trust and demonstrable results. This philosophy has created a practice where clients feel genuinely understood and supported through various financial lifecycles.
Services offered
Investment planningRetirement and pension planningPension consolidationTax-efficient investment adviceWealth preservation strategiesPortfolio management and reviewFinancial planning for business ownersExpatriate financial planning