You will prefer to invest with us if you like to deal with a local person, who knows you, face-to-face. Although in this day and age investments can be traded at the click of a button, at Wealth West we believe important investment decisions should be deliberated over time, perhaps over a number of face-to-face meetings, until we are happy that the recommendations are right for you given your personal circumstances.
Our investment planning is conducted on a purely bespoke, personalised one-on-one basis, so that we can match and align your investment choices to your own preferences, life events, needs and goals and changes in circumstances.
There are no pressurised sales presentations, no 'shoe-horning' you into certain investments or portfolios. Our process is all about you and your own unique situation.
A significant feature that sets us apart from all other financial advisers is that we waive all initial investment fees and instead ask that clients make, if at all possible, a voluntary donation to a local charity in lieu of any initial work performed 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