Wendover Financial Ltd are Independent Financial Advisers committed to offering excellence in advice and service. We genuinely put our clients' interests and what is right for them, first. Between them, Alastair and Tim as Directors and Gerry, James and Rob as associates have well over a hundred years of experience in financial services and have clients who, in many cases, have been with them for decades.
All advisers are fully qualified and meet the professional standards required by the industry regulator. We understand that people can be intimidated by seemingly complex financial terminology and have received plaudits from clients on how we have de-mystified things for them. Whilst many clients are local, distance from Wendover is no handicap to us helping those who live farther away.
Indeed, we have clients who live near Carlisle, Plymouth, Norwich and Brecon. We don't advertise, attracting clients by 'word of mouth'. Existing clients are not asked to recommend us but regularly do.
All advisers are fully qualified and meet the professional standards required by the industry regulator. We understand that people can be intimidated by seemingly complex financial terminology and have received plaudits from clients on how we have de-mystified things for them. Whilst many clients are local, distance from Wendover is no handicap to us helping those who live farther away.
Indeed, we have clients who live near Carlisle, Plymouth, Norwich and Brecon. We don't advertise, attracting clients by 'word of mouth'. Existing clients are not asked to recommend us but regularly do.
Services
Sensible investment planning revolves around understanding what your investment aims are.
We will discuss your timescales and the level of risk you are willing to take.
We will help you determine an investment strategy appropriate for your needs using the financial products best suited to your investment attitude and tax position.
Regular appraisal and review is as important as the initial product selection and we can offer advice and guidance in this area.
We will discuss your timescales and the level of risk you are willing to take.
We will help you determine an investment strategy appropriate for your needs using the financial products best suited to your investment attitude and tax position.
Regular appraisal and review is as important as the initial product selection and we can offer advice and guidance in this area.
We are able to offer you help and advice on your existing mortgage, financing your next move or Buy to Let arrangements.
We advise on, and can arrange mortgages for you, from the whole of the market.
We can guide you through the maze of different criteria that lenders have, help you avoid the traps and ensure that you get the best deal.
We will happily meet you at your home or place of work, at a time convenient to you and then use our influence with lenders to get the application processed as smoothly as possible on your behalf.
We advise on, and can arrange mortgages for you, from the whole of the market.
We can guide you through the maze of different criteria that lenders have, help you avoid the traps and ensure that you get the best deal.
We will happily meet you at your home or place of work, at a time convenient to you and then use our influence with lenders to get the application processed as smoothly as possible on your behalf.
Pensions are financial tools whose purpose is the provision of money in retirement and there can be considerable tax advantages when making contributions.
If you have existing policies, when did you last review the performance of your plan (or plans)?.
If you run your own business would you like our help in providing pension plans for directors and employees alike and keeping them abreast of legislative changes?.
We can help you assess your existing arrangements and provide advice and guidance on your options for the future.
If you have existing policies, when did you last review the performance of your plan (or plans)?.
If you run your own business would you like our help in providing pension plans for directors and employees alike and keeping them abreast of legislative changes?.
We can help you assess your existing arrangements and provide advice and guidance on your options for the future.
Making insurance provisions to protect this close to you should be one of the first pillars of anyone's financial planning.
For general insurance such as household, motor, travel and even pet insurance along with commercial insurances for business, we have a close working relationship with a specialist broker.
For general insurance such as household, motor, travel and even pet insurance along with commercial insurances for business, we have a close working relationship with a specialist broker.
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