How we work

WE’RE CHANGING THE FACE OF FINANCIAL ADVICE; AND HOPE TO CHANGE YOUR VIEWS ABOUT IT TOO!

For our advisers, it’s all about you. We have the latest knowledge, techniques and technologies to help us in our work; but fundamentally the success we generate is down to the relationship your adviser builds with you.

Your dedicated personal adviser is here to make your money work for you, your family or your business; not for product providers, financial institutions or even our business.

We are all committed to a fee-based, transparent approach; every adviser here is qualified to the highest possible level and holds full personal Chartered status, and the entire team is passionate about delivering excellent customer service and experience (right down to the coffee we serve you!)

It’s our mission to help you make the most of your life by making the right decisions about your money, both now and in the future.

YOUR DISCOVERY PROCESS

WE APPRECIATE THAT TAKING FINANCIAL ADVICE CAN SEEM DAUNTING, BUT IT REALLY SHOULDN’T BE.

We’re human too, we have all the same issues and concerns, we’re simply here to share our knowledge and help you find the best solutions.

It all starts with a Discovery Process, where we get to know you and you get to know us. It doesn’t incur any fees or charges and you’re not under any obligation to proceed with any advice provided… so not too scary!

AND IT’S REALLY SIMPLE TO TAKE THAT FIRST STEP…

CALL US ON: 01908 523 740

One of our Financial Planners will be happy to discuss your requirements and explain our approach, so you can consider how you would like to take things forward.

E-MAIL US AT: WEALTH@WEALTHANDTAX.CO.UK

We’re happy to reply to your enquiry via email too.

OUR FIRST MEETING TOGETHER

Once we have confirmed your meeting we will email you with our copy of Client Agreement and Terms and Conditions. However, if you would like to see them now please click here.

You’ll find a warm welcome at our Furzton Lake offices; plus ample free parking right outside, someone to greet you in our upstairs reception area and though we say it ourselves, our drinks menu is really good!

Your meeting will be one-to-one with a professional adviser; it is confidential and entirely free-of-charge. Together we will…

  • Discuss your requirements, concerns and financial situation.
  • Explore how we can help you, how that would work in practice and exactly what our fees will be.
  • Share our initial assessment of your financial position using our Money Forecast™ system. (Only possible if you complete our Foundation Questionnaire and return it to us at least two working days before the meeting).

Our help is not appropriate for all financial situations. It may be that you require help from different sources, or simply need to be pointed in the right direction to sort things out for yourself.

Whatever your situation, you will be under no obligation to proceed further. And you will be given all the time you need to think about whether you want to use our services… no hard sell, no deadlines… this is an important decision for you.

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Call us now on

   01908 523740

YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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