At WTW, we offer truly independent advice on pensions, investments, estate planning and financial protection, ensuring we’re there to support you through all your significant life events. Our team aims to understand you and design a financial plan which is just as unique as you and your goals. Our goal is to provide you with long-term excellent quality advice, providing you with high value financial planning at an affordable cost.
We work closely with the wider WTW business, including our investment, pensions and risk practice, who provide market leading research and developments in the industry. This resource enables us to not only act as your professional advisers, but also as a trusted source of information and financial education for you and your family.
If you have £250,000 of investable assets and are based in the UK, book your free initial consultation to discuss your financial planning needs and how we can work together to help you reach your financial goals.
Our services
- Pension and retirement planning: Approaching retirement brings lots of choice and opportunities. Our advisers can work with you to consider your options and build a strategy that is right for you and your family.
- Wealth management: Our experienced advisers can build an investment strategy to fit your unique goals and circumstances. We focus on what is important to you and how you can achieve this in a cost-effective way.
- Protection: No matter which stage of life you are in, preparing for the unexpected is an essential part of financial planning. We provide true independent advice to find the right solution to protect you and your loved ones.
- Later life planning: Considering care for you or your family can be daunting. Our financial advisers can help you understand options for financing care needs, whilst also helping preserve capital for future generations
- Estate planning: We can help to provide you with piece of mind and a solution to pass on your assets in the most tax efficient way.
How do we charge for our services
Following our free initial consultation, we can agree our fees in a way that works for you. Should you decide to go ahead, we will provide you with a detailed fee schedule in advance, there are no hidden costs and we will be clear and transparent about associated fees upfront.
