An Introduction to Wealthmasters
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), Barnsley and London, 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.
We utilise state of the art technology to deliver a financial planning strategy that fulfils your requirements now and in the future to achieve your financial goals and aspirations in line with life's changing circumstances.
Whilst our initial meeting is offered without charge, if you decide to go ahead with our recommendations we will inform you in writing of our Fees and Charges before proceeding further.
We look forward to working with you as we aim to build and preserve your family's wealth through the generations. It will be our pleasure to be of assistance to you.
John Walls DipIP PFA CeMAP MIoD