Wealth Management

The WFS Wealth Management team provide advice and strategic financial planning services in the following key areas:

• Pension and Retirement planning
• Inheritance Tax mitigation
• Portfolio and Investment Management

Advice in these areas require specific knowledge and expertise and we insist the advisers within this division must achieve the Advanced Financial Planning qualification.  This level of qualification has been achieved by only 7% of the qualified financial advisers within the United Kingdom. (note 1)

We believe a successful relationship between client and adviser is built on trust.  Many of our clients see our advisers as friends, as well as their professional advisers.  A thorough understanding of your personal and financial objectives is essential.  This requires an honest and open long term relationship which is underpinned by a service that consistently exceeds expectation.   

Note 1: Source - Chartered Insurance Institute December 2005

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WFS Consulting Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 191531

The FSA does not regulate will writing or some forms of tax planning.

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