Welcome to Frog Wealth Management

Your personal wealth is something you have worked hard for and you want to be comforted by the knowledge that when you die, your wealth will be passed on in a way you intend it to be.

When it comes to protecting your assets, we are the approachable experts.

Having developed a reputation for delivering tailored business protection solutions through the highly personal service that is embedded into our core business, Frog Financial Management, it felt natural to diversify our client-centred approach into other areas.

In fact, our clients demanded it.

Our Asset Protection services have grown organically and are delivered with the same emphasis on individual solutions, which confidently protect your assets and deliver not only on cost, but in terms of added value.

A key element of protecting your business, home and financial future is making a comprehensive Will that considers your future needs.

You can trust Frog Wealth Management to give you the same high level of advice and service we give to all our clients, making sure you benefit from the most professional service.

We also understand that making a Will is something most people put off because they see it as a difficult process. You can be confident that we’ll make the process as easy and convenient as possible, while still also being thorough and professional. And we can meet with you when and where it suits you.

Because we’re not just with you for business, we’re with you for life.

Make plans today, to protect your loved one’s tomorrow

Find out more

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Some of our Google Reviews

I can't recommend Frog Financial Management enough!They were friendly, helpful and really responsive. It really felt they went above and beyond for us (saving us a few extra quid too).
Tom Roberts
Tom Roberts
1733169929
Had a great experience with Frog Financial management. They work proactively, give good advise and are always quick on the ball. Would very much recommend.
If you're looking for mortgage, insurance or any other financial protection advice, you really couldn't do any better than Greg, Charley and the rest of the Frog team. Since putting our house on the market, Greg was very quick to respond and generous with his time - always explaining things clearly and what our options were. With Frog's support, we had trust that we were making the right choices for our family.
Owen Adkins
Owen Adkins
1728940246
The team at Frog are oustanding. A big thanks to Charley (who is amazing) at helping with my home insurance.Thank you very much
John Vassallo
John Vassallo
1727261810
I can't thank Frog Financial enough! They made buying our first home so easy and stress free. Greg was so helpful throughout the whole process and really took time to explain things in detail. The rest of the team were also super helpful and proactive and so responsive to our emails and phone calls. I honestly cannot recommend them enough!
Tom Harding
Tom Harding
1727018918
Greg, Ruth & the whole team at Frog Financial have been amazing at securing mortgages for myself and my sister. We have had lots of changes & challenges and they have been very helpful & quick at responding to multiple questions! For myself, being self employed, Greg worked wonders to find a lender that worked. Fingers crossed until it all completes!
sarah heduan
sarah heduan
1725377138
I highly recommend Frog Financial Management. Charley is fantastic, so helpful and sorts us out every year. Than you
Lesley Ashton
Lesley Ashton
1724154889
Can't recommend Craig and his team enough! Amazing family ran business who will work tirelessly to provide you the best service. Got us exactly what we wanted and was always just a phone call away if we had any queries or needed some advice and support.Will definitely be using them again.
Sacha Podda
Sacha Podda
1724067412
I could not recommend using Frog financials more!They are quick to reply to any queries via email and on the phone. They provide well informed advice and are exceptionally friendly when answering questions.I will definitely be using them again in the future!
Katie Bryden
Katie Bryden
1723557747
Greg and the team have been super helpful throughout the whole mortgage process! Greg has explained each part of the application with great detail to make sure we understand it fully. They were prompt in their replies and made this a completely stress-free experience, highly recommend!
Emma Hooley
Emma Hooley
1722871153
Very professional and knowledgeable service with great detail and kindness, I have been using frog services now for 12 years and am very happy with the products they find for me
Paul Singh
Paul Singh
1721049224
After trying various agents and insurers, Frog FM was able to secure exactly what I needed and for a reasonable premium. Professional and friendly service. I know who to go to first next time!
Simon Gardner
Simon Gardner
1720201499
I first contacted Frog several years ago and they are now my "go to" company for all financial matters and advice. I have always found them friendly, efficient and easy to deal with, and I applaud their ability to convert "financial jargon" into everyday understandable language.I also especially appreciate that they will contact and remind me when I need to review some aspect of my finances. I can without hesitation fully recommend Frog and all their team members
Roger James
Roger James
1719570412
Charley and Danni have been exceptional in assisting me with managing my insurance requirements. They offer an outstanding and effortless service.
Alex Woodford
Alex Woodford
1718270992
Amazing.Charley and Greg were amazing in listening to my needs and being able to offer the best solution for me.Thank you Charley for your patience with me. You have been incredible.I like the fact that they are a local company.I strongly recommend them.
I have used Frog Financial for several mortgages and cannot recommend them enough. Extremely helpful, professional and efficient and always going above and beyond to make the process as smooth as possible and finding the best options for me. Everyone in the team is brilliant to work with and I will of course be using them for all future mortgages! Sam x
I dealt with Greg to get a mortgage on my first property - he was fantastic, helped educate me on the process as well as coming up with outside of the box solutions, really happy with the service and will 100% use him again in the future.
Tom Evans
Tom Evans
1713279680
An exceptional service given. Everyone we have spoken with has gone above and beyond to help us and answer all questions we have. Can not recommend Frog financial management enough and will be using them again in the future.Helena & Jason
Jason Benn
Jason Benn
1712763206
Greg and the team at Frog Financial have been excellent with finding me a mortgage a couple of years ago and managing the renewal recently. They have been able to find the best deals in the market and provide good options and advice based on our conversations. They are friendly, attentive and responsive and I highly recommend them.
Carl Goodman
Carl Goodman
1712568081
Amazing team could not have done it without them.
Grace Kearns
Grace Kearns
1711487336
Excellent service from Charley on a non-standard building and contents insurance. She was prompt, and knowledgeable, and helped clarify various issues
Phenomenal service. I have and will recommend Frog Financial to everyone. Informative, helpful, great communication, so kind, and we really felt like the whole team cared about us. Took so much of the stress out of the process. We have no doubt that we will use Frog again! 🐸
Elena Prokopiou
Elena Prokopiou
1708805074
Arranged our mortgage deal and building insurance with Frog. They were really helpful throughout the whole process and we would have no hesitation at all recommending to others.
William Oakes
William Oakes
1708085925
Just the best, Greg helped me find a mortgage for my first property when other mortgage brokers couldn't find one to fit my needs. They were great answering any questions I had and helped me a lot throughout the house buying process. Also helped find and set up house insurance. Will be continuing to use them in the future and I highly recommend them.
K.K. Gres
K.K. Gres
1707130758
I was directed to Frog Financial in September 2018 and received excellent financial advice and general guidance. Since then I have requested them to investigate house insurance for me and have always signed up to the suggested policies.I would have no hesitation in suggesting they are approached by my friends to discuss their requirements.
Dave Shirvell
Dave Shirvell
1706109059
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Why choose Frog Wealth Management

We Give Advice

Our role is to provide you, our client, with specialist advice

We Give Advice

We say you don’t have to be wealthy to have a personal financial planner, but you probably never will be if you don’t! Ask how we can help you

We're Proven

Our parent compay, Frog Financial Management is routinely in the top 2% of 1,060 Advisers*

We're Proven

Frog Financial Management is an appointed Representative of First Complete who are one of the UK’s largest networks with around 1,060 Advisers. *Frog’s position based on current business figures

We Care

We are dedicated to helping you make the right choice

We Care

We know that unless we are fully committed to our clients, we will not retain their loyalty and they will be unlikely to recommend us to their family and friends!

We’re Local

So, our reputation is vital and is solidly built on the satisfaction of our clients

We’re Local

Our business has grown significantly through word of mouth and most of all client recommendation

We Pay You

Refer-a-friend and receive £100 for EVERY introduction you make!

We Pay You

We guarantee to pay you £100 for everyone you refer to us who we subsequently complete business with, what could be easier?

Click here for more information.

We Help You

to identify, set and achieve your personal and financial goals

We Help You

If you’re looking for support to identify financial goals and solutions to help you reach them, then you’ve come to the right place!

We reiterate our commitment to meet and exceed your expectations. After all, if we don’t our reliance on word of mouth client recommendations, would sink like a stone!
Family Picnic
Row of colourful houses
Young couple on sofa