We live and work in your local community, right on your door-step so we can pop round and help you face-to-face whenever you need us. This highly personalised level of local service may seem old-fashioned but when considering your financial security you want the highest level of personal attention.
"No flash suits. No glossy brochures. Just excellent advice"
Indeed, you will find your experience with Wealth West quite different from your previous encounters with financial advisers. We will not pull up into your driveway in an expensive car, wearing a flash suit, armed with an array of glossy brochures.
We are only concerned with providing an excellent chartered financial planning service, tailored specifically to local people in Westbury on Trym and surrounding neighbourhoods. Delivered in a friendly, personable way by someone whose main objective is to really get to know what is important for you.
"We make a big thing of keeping in touch"
We build long-term relationships with local people and the whole firm's advice process is built upon on-going service. This is because we believe that there is only one thing certain in life - that life is going to be uncertain!
So we make a big thing of keeping in touch. our 6-monthly face to face meetings with clients are standard and ensure changes in personal lives and in the world of money are addressed promptly.
"No initial investment fees. No upfront report fees"
Our fee structure is perfectly aligned to our service structure. With Wealth West you do not have to worry about a salesman selling an investment or transferring an investment in order to earn an upfront fee - why? Because, quite simply, we do not charge any upfront fees.
We bear all the initial setting up costs and only ask that you make, if at all possible, a donation to a local charity in lieu of any initial work done on your behalf. Our recommended charity is Jessie May however of course any donations can be made to a charity of your choice.
Donations to Jessie May charity can be made at www.justgiving.com/jessiemay
Wealth West was set up to deal with one type of client - the local person, couple or family that is serious about their financial future and want a local, friendly service, delivered by someone who knows them and knows their stuff. It is what we do.
We are extremely local to all of our clients homes which means we can offer a really personal, face to face level of service.