We provide independent financial advice on pensions, investments, estate planning and financial protection. We're here to support you through life's important milestones and help you make informed financial decisions.
We take the time to understand what matters most to you, as well as your circumstances and goals. We then create a financial plan tailored to your needs.
Our aim is to help you achieve your long-term financial goals through clear advice, ongoing support and good value for money.
We work closely with specialists across WTW, including experts in investments, pensions and risk. Their research and insights help us keep up to date with changes that could affect your financial plans.
This means we can offer more than financial advice. We can also help you and your family understand your options through clear information and financial education, giving you the confidence to make informed decisions.
Independent advice from WTW
If you have investable assets of £250,000 or more and are based in the UK, contact us to arrange a free initial consultation. We can discuss your goals, your financial situation and how we may be able to help.
Our services
- Pension and retirement planning: Retirement brings new opportunities and important financial decisions. We can help you understand your options and create a plan that meets your needs and supports your future goals.
- Wealth management: We can help you create an investment strategy that fits your goals and personal circumstances. We will explain your options in clear, straightforward language and work with you to build a plan that meets your needs and offers good value for money.
- Protection: No matter what stage of life you are in, life can be unpredictable. Planning for the unexpected is an important part of managing your finances.
We provide independent advice on protection products to help protect you, your family and your way of life. We will explain your options clearly and help you choose cover that meets your needs. - Later life planning: Paying for care can be challenging, both financially and emotionally. We can help you understand your options and plan for future care needs. We will also consider the long-term financial needs of you and your family.
- Estate planning: We can help you put your affairs in order and explore ways to pass assets to future generations. We'll explain your options clearly, so you can make informed decisions with confidence.
How do we charge for our advice services
Your first consultation is free. If you decide to proceed, we'll agree the fees with you before any work begins.
We'll give you a clear breakdown of our fees and explain any associated costs in advance, so you can make an informed decision.
