01788 522043
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Welcome to Wealthwise Financial Management Ltd
Financial Advisers in Rugby
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01788 522043 or email us at andy@wfm.co.uk and we'll be pleased to help you.
Wealthwise Financial Management Limited (08363073) is a small independent financial advisory company local to Rugby specialising in wealth management.
We believe that getting professional independent financial advice is one of the best ways for individuals and companies to look after themselves, their families and their futures.
Our Main Services
Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
Protection
It is quite natural for most people to want to make sure their families (and themselves) are going to be financially secure in...
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
1
About you
We meet together to discuss your personal circumstances and your current financial situation.
2
Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3
Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4
How to get there
So now we know where you are and where you want to be.
5
Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6
Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.