Highly qualified and experienced financial adviser providing financial advice, wealth management and financial planning advice. Specialist in investment planning, inheritance tax planning, retirement planning, long term care fees, and trusts.
Based in Hereford and happy to travel across Herefordshire, Gloucestershire and Worcestershire to provide face to face advice. A free, no obligation 90 minute initial consultation is available.
Friendly & professional – we build long term, ‘trusted adviser’ relationships with our clients.
Working with business owners or individuals who want to grow and protect wealth. Some people have a clear idea of their financial aims and want help mainly to stay on track. Others feel out of control with no clear idea of where they are heading financially, and want help to understand where they are trying to get to, how far they are down that path with any plans they already have in place, and what the gap between the two is. Either way, recommendations are explained clearly and simply so you understand what we are recommending and why. If you have policies which you don’t understand, we will take the time to explain those too. We passionately believe that everyone has the right to understand their financial situation so they can make informed decisions to improve their position in the future.
Clients are reassured by our decision to align ourselves with St. James’s Place Wealth Management, one of the largest financial advice and wealth management companies in the UK . More details about the benefits this provides together with information about the St. James’s Place distinctive approach to investment management are available on my website at http://www.wyefieldwm.co.uk