Wealthwise Financial Services Limited offer bespoke financial advice and wealth management services to individuals and corporate clients. We specialise in advising on pensions and investments. We also advise on other aspects of financial planning, such as mortgages.
Established in 2004, and based in central Winchester, Wealthwise Financial Services is one of the area’s premier independent financial advisers. We are committed to helping our clients achieve their financial goals through our professional advice and personal service.
We are dedicated to offering our clients the highest possible standards of service at all times. In doing so, we are pleased to support the Financial Conduct Authority initiative “Treating Customers Fairly”. We offer a selection of different service propositions, to suit all levels of investment. We work with each and every customer to ensure they fully understand the key features and risks of their investments. When considering any investment, there are some basic questions that we work with you to answer:
- Why am I investing?
- Does the product meet my needs?
- Do I understand the product?
- What is my maximum loss?
- How can I get my money back?
We offer new clients a free of charge, no obligation initial meeting. Please contact us to arrange an appointment.
Wealthwise Financial Services is regulated by the Financial Conduct Authority.