We are an Independent Financial Advisory practice, working with various clients and financial advisory services in the heart of the City of London. We have many years’ experience as fully qualified financial advisors.
WHO WE ARE
About W-fp
We are delighted that, over many years of practice as financial advisors, the majority of our work has either been repeat business with existing clients or come from personal recommendations, rather than any marketing activity. We believe that this is a clear endorsement of the satisfaction levels that clients enjoy.
Although we can provide individual short term services, we prefer to establish long term relationships with our clients and provide advice across the full range of their financial needs.
We pride ourselves on delivering personalized advice and strategic planning to help you navigate the complexities of today’s financial landscape. Trust us to be your dedicated partner in achieving financial security and growth.
WHAT DO WE DO
Our Services
W-fp is a fully independent, privately-owned business. We believe our clients mean more to us, and that we have a greater duty-of-care to them, than might be the case with a large firm or network. Our size, however, does not come at the expense of scope. We provide ad-hoc and ongoing advice on all aspects of retirement planning, pensions, investments, insurance, school fees, mortgages, tax-mitigation, estate planning and employer/employee benefits. Anything that we cannot cover in-house is dealt with via a small number of introducer arrangements we have with specialists we trust and have worked with for some time. We can, therefore, advise upon and facilitate all parts of a coherent financial plan from the simple to the most complex.
