We're living in unprecedented times. So, in line with government advice, we have closed our offices with our advisers working remotely from home. Our advisers are all set up to work remotely and can deal with calls, emails and video conferencing exactly as we would in the office. Face to face meetings with clients are clearly not allowed under the guidance.
Indeed, in these turbulent times, we understand that you might need our services more than ever. Keeping clients reassured, and ensuring your investments are well-positioned for when the pandemic subsides are all hugely important to all concerned. Welcome to Wades, a financial planning company that thinks differently about money.
Indeed, in these turbulent times, we understand that you might need our services more than ever. Keeping clients reassured, and ensuring your investments are well-positioned for when the pandemic subsides are all hugely important to all concerned. Welcome to Wades, a financial planning company that thinks differently about money.
Services
We believe that until we really know about our clients' lives and aspirations we have no right to talk to them about their money. That's why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt.
Everyone dreams of one day being able live life on their own terms. But for many it is just a woolly notion based on their retirement pension pot. The truth is that unless your goals and aspirations are focused on tangible objectives, they will always remain just goals and aspirations. As many people discover to their disappointment, the fund they've built up either isn't enough or can't be used the in the ways they want.
Is it just us, or are other Financial Planners obsessed with funds, yields, returns and products? Say it quietly, but the truth is they haven't realised clients really don't care. In fact, it bores many of you. We think a much more enjoyable way to plan your finances is to base it on what you want from life.
This is where we start the financial planning process and in many ways, this is where it ends too. Everything we advise and recommend you do with your money is done with one single purpose: your future happiness. The truth we've discovered is that putting our clients' lives at the heart of what we do means that they put what we do at the heart of their lives.
With over 30 years' experience in personal Financial Planning, we've helped many clients get exactly what they want out of life. We've also noticed that with very few exceptions, the same questions come up in consultation, time and time again. After just one or two meetings with us, we aim to ensure that you'll have all the answers you need.
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