You may be perfectly comfortable planning your investments without help from someone else, but many people find that taking impartial, independent advice is very valuable.
WSW Wealth Management will check your entire financial situation, suggest a suitable strategy and comb the market for the best financial products. You will be asked questions about your objectives, existing investments, and your attitude to risk. With that information – called a ‘factfind’ – we get the full picture of your situation and can advise accordingly
We source investment opportunities from leading fund providers that are designed to meet your specific requirements – including investments with protection, regular income or growth.
- Investment Trusts
- Structured Products
- Investment Bonds
- Capital Protected Investments
Our team of fully qualified and experienced Professional Financial Advisers will help you with any or all aspects of the somewhat daunting decisions you are making.
We offer advice that takes account of and is suited to your own financial circumstances and requirements.