Set in the historical market town of Wymondham, Norfolk, we specialise in assisting individual private clients with multiple aspects of their wealth. This varies from Pre-Retirement wealth creation to Post-Retirement income, Long Term Care Planning and Inheritance Tax Planning.
Priding ourselves on a high quality and personal service we feel that developing a strong relationship with our clients is absolutely key. So we endeavour to understand our client’s lifestyle along with their immediate and future needs so we can most appropriately advise them.
We tend to work for clients with in excess of £100,000 of investable assets as this enables us to create a bespoke solution tailored specifically towards individual objectives while minimising risk and maximising returns.
However, we are happy to discuss the requirements of anyone needing financial planning advice. Call us or visit our offices for a friendly initial discussion.
3 Church Street, Wymondham, Norfolk, NR18 0PH
The office is managed by Robert Ward who has been working with clients in the Norfolk area for the past decade. Robert is personally qualified
as a Chartered Wealth Manager and is a Fellow of the Chartered Institute of Securities and Investments (CISI). Chartered Wealth Manager is a
designation awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession.
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.