Will and IHT Planning

Protecting Your Children’s Inheritance…
trust Frog Wealth Management

Award Winning

Having developed a reputation for delivering tailored business and personal 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 Wealth Management services have grown organically and are delivered with the same emphasis on individual solutions that 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 takes into account 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.

Please be aware that by clicking onto the above links you are leaving the Frog Financial Management website.  Please note, that neither Frog Financial Management or The Right Mortgage Ltd are responsible for the accuracy of the information contained within the linked site accessible from this page.

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Frog Financial Management and The Right Mortgage Ltd are not responsible for the advice supplied by Frog Wealth Management.
Should you have a need for Will Writing, Inheritance Tax and Estate Planning you will be advised by Frog Wealth Management.
Will Writing, Inheritance Tax and Estate Planning is not regulated by the Financial Conduct Authority.

Some of our Google Reviews

Louisa Russell
2 days ago
Fantastic experience with Frog Financial, I would not hesitate to recommend them! They have made everything very easy for me - this was my first property purchase and due to my situation it was a complicated application for my mortgage, they went above and beyond to make it work and then to find me a better deal. Thank you so much, especially to Craig, Fiona and Ruth who have been so helpful, patient and always responding to questions very quickly. The client portal they have is also very easy to use. Great company!
William Abbott
2 months ago
Greg and Fiona (and team) with Frog Financial were incredible, they made the whole process really smooth and hassle free. A great lovely team and experience - I'd use them again in a heartbeat.
Samantha Edwards
2 months ago
A fantastic company that supported us through the very long and difficult process of acquiring our childhood home. Craig, Ruth and the team were always available to answer any questions, as well as checking in with us regularly during the process. Would highly recommend.
Anna Zagorska
2 months ago
I recently received financial management support and was extremely pleased with the service provided. The team was professional, knowledgeable, and always available to answer my questions. They explained everything clearly, helped me understand my options, and guided me through the process with patience and expertise. Their attention to detail and commitment to achieving the best outcome gave me confidence throughout. I felt supported every step of the way and would highly recommend their services to anyone looking for reliable and trustworthy financial management assistance.
David Mockett
2 months ago
Excellent service from start to finish. Professional, helpful, and always available to answer questions. Everything was explained clearly, making the whole process smooth and stress-free. I would highly recommend their financial management services.
Mark Bran
3 months ago
Greg has helped me purchase my first property, and throughout the process he gave 100% from start to finish. He answered all my questions promptly and in detail, providing all the information I needed to make the best informed decision. If you are looking to buy a new property, I highly recommend contacting him, as he is an absolute legend. I cannot thank him enough for his humanity and professionalism.
Jignesh Mehta
3 months ago
Great Team and Great People! You will never find a company who shows care and support like Frog Financial Management. Genuine people who always looks out for your interest and willing to help in any way possible. Thank you so much Craig, Ruth and Fiona. I would love to give more than 5 stars as you guys truly deserve it! Keep up the great work!
Alastair Strauss
4 months ago
I had a really great experience with Frog Financial, especially Greg, who helped us put together quite a complex three-part mortgage so we could buy the house we really wanted. What stood out was how he structured everything in a way that felt genuinely affordable and manageable for us, rather than just pushing what was possible. His knowledge is excellent, but more importantly, he explains things in a really clear, straightforward way, which made the whole process feel much less daunting. It’s been a pleasure working with Greg and I’ll definitely be using him and Frog Financial again for future advice.
Stuart Goddard
4 months ago
Great Job! Really helpful and really quick to respond! Great service, would definitely recommend.
Tracey Goddard
4 months ago
Excellent service, thank you!
N S-W
4 months ago
Frog, particularly Greg, has simply been amazing. We trusted him with getting us a mortgage after a stint overseas, which was a difficult ask. He helped us secure our dream home and was proactive in securing our renewal , saving us unending stress and costs. Frog Financial is a place you can trust. They have our business for life. Thanks!
Meg Riddington
4 months ago
Great service from Greg and the team, helping us think about the options in relation to our own personal circumstances.
Adam Connors
4 months ago
Excellent service, really efficient, took the time to understand our (non standard) requirements and discussed with us to find a good option. Good online portal to keep everything in order as well.
alok rai
4 months ago
I had fantastic experience with Frog Financial Management. From start to finish, team was very friendly, helpful and professional. The team delivered incredible high quality services. I highly recommended them to anyone looking for mortgage services. Thank you.
Alex Spring
4 months ago
First-time buyer. Everyone at Frog was great, very professional and helpful. 5/5, I would definitely recommend using them!
Carl Goodman
5 months ago
Excellent mortgage advice and a very personal service. Greg has been great at getting the best deal available for my mortgage and subsequent re-mortgages. Highly recommended.
James Rudge
5 months ago
When my fixed rate was up on my mortgage, Frog Financial Management were recommended to me. Greg helped to find me a fantastic deal and, along with Charley, was extremely efficient, keeping me up to date at every step. The portal was easy to use for uploading documents and overall it was a pleasant and pain free experience. Thank you both. I can not recommend their services highly enough - 5 stars is an understatement.
Sarah Carroll
6 months ago
I had a great experience with Frog financial management when they helped me with a new mortgage. Someone was always available to speak to and they were really helpful throughout the whole process.
Jason Benn
6 months ago
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. Jason Benn
Jasmin
6 months ago
Fantastic service, great communication, very helpful and quick to reply to our queries. Thank you to the whole team!
J W
6 months ago
Helped us through our remortgage, fantastic experience, knowledgeable, quick & very helpful. Couldn’t recommend them more.
H Oakes
6 months ago
A great experience, really good communication and they go above and beyond to help. Would recommend!
Gaganpreet Lyal
6 months ago
Great service, very clear and coherent. Always approachable and very knowledgeable in all areas. Huge thank you to Greg and Ruth.
Manmeet Lyal
6 months ago
Amazing team, coherent communication, tailor made advice and very easy to work with across Mortgages and Introduction to potential investments.
Corran Wood
6 months ago
Everyone at frog has been so helpful and knowledgable! From the first call I felt at ease and I was kept well informed throughout the process and had everything explained to me. There isn’t any pressure or chasing which is so refreshing! I couldn’t recommend them more, thank you!
Family time
Grandad and grandson
Family sitting in hammock