Financial Advisers (Independent) in Falkirk
1 Bruce Gate
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed
Wealth management sounds rather grand, doesn't it? But really, wealth management is about managing your financial resources with a view to amassing wealth in the most effective way possible. Here at Wealth & Safety, we take time to understand your needs, your long term and medium terms goals and your unique family circumstances. Only when we have `walked a mile in your shoes' do we think about the right strategy for you. This does not involve the purchase of any new product at this stage, only a strategy to achieve your goals.
We aim to help all clients who contact us, but our area of expertise is investment planning and planning for, or in, retirement. We have a particular specialism in the baby boomer generation.
But how can you make sure you are dealing with a reputable firm and one with whom you can trust? Good question. The firm is a Chartered Financial Planning firm which means that the employees have been assessed on an annual basis in respect of ethics, qualifications and professionalism. The owner is a Chartered and Certified Financial Planner and holds an MSc in Wealth Management, so we like to think you are in good hands. As far as trust is concerned, we have to earn it. Give us a call today and let us talk....it could be the best call you make today!
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Your own on-line wealth planning service. You complete the data inputs and we prepare and construct your mini financial plan. Go to http://www.wealthandsafetyuk.com/financial-planning/create-your-own-financial-plan.html for a full description.
Price: £99 plus VAT