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Financial Planning requires flexible solutions to deal with your ever changing needs for income, health, changing risk profile and family circumstances.
We take into account your short, medium and long-term requirements, offering financial advice in the comfort of your own home, place of work, over the telephone or at one of our offices. Our advice is driven by your specific needs and we value our reputation for professionalism, accessibility and efficiency.
- Professionally Qualified
- Friendly and Approachable
Our Commitment to Treating Customers Fairly
- A competent, experienced and friendly Administration Support Team
- A transparent Fee Charging Structure
- A range of ongoing service levels to meet your needs
- The Benefit of Market-Leading Technology
To find out more about the services we offer please visit our page Introduction to Wealthmasters or use the About Us Tab to go there now.
To read some of the feedback from our clients to date please click Testimonials or use the About Us tab to go there now.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123