Established in 2004, Wealthmasters provide financial planning advice to private, corporate and trustee clients. Our Financial Advisers are well qualified and experienced, offering solutions from the whole of the market depending upon your objectives, your capacity for loss and the risk you are willing to take.
Our Advice Process
With offices in Bridgend (South Wales), London and Bournemouth, our firm is authorised and regulated by the Financial Conduct Authority to advise on Investments, Pensions, Savings, Mortgages and General Insurance. We also offer access to specialists in Tax Planning, Estate Planning and Trusts in order to provide holistic financial advice.
We offer a range of different Ongoing Service Levels - our choice of options is designed to ensure we are able to meet your needs whether you require a low service level or prefer an active relationship with your Adviser delivering bespoke planning, portfolio rebalancing and regular reviews.
Our aim is to build a long-term partnership with our clients, founded on trust and the confidence that you will receive best advice from professionally qualified and experienced staff.
Wealthmasters - your Financial Adviser of choice...
Our initial meeting is without charge
Our focus is in service not product sales
We offer "whole of market" advice
Most of our new clients come through recommendation
We can access trust, tax and accountancy expertise
Investment planning and portfolio management/income or growth
Inheritance Tax (IHT) Planning
Trustee Investment Policy creation and management
Pensions including Commercial Property Purchase
Personal Life Insurance and Critical Illness Protection
Wills, Trusts and Bloodline Planning
Key Man Insurance / Business Protection
Treating Customers Fairly is very important to us. We will give you the time and opportunity to read our Financial Plan and ask any questions you may have to ensure you make an informed decision, before you agree to implement any of our recommendations.
For us, Financial Advice is not about securing a product. We work in partnership with you to help you meet your own financial aspirations and we deliver ongoing guidance and support at a level chosen by you.
When you choose to become one of our clients, we will work with you to create a comprehensive written step-by-step plan of action.
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