At WFI, we have 15 appropriately qualified Independent Financial Advisers with an average industry career of over 21 years. We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being. Our independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy, we have the expertise to provide the answer.
Served areas
- Sheffield, Rotherham, Doncaster, Derbyshire, Derby & Lincoln
Services
Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Private Client Advice
Personal financial health check
Life assurance
Retirement planning
Pension transfers
Inheritance tax planning
Tax efficient investments
Mortgages
Planning for long-term care
Commercial property investment
Private Client Advice
Personal financial health check
Life assurance
Retirement planning
Pension transfers
Inheritance tax planning
Tax efficient investments
Mortgages
Planning for long-term care
Commercial property investment
WFI have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.
Deciding on the best benefit strategy for our clients' businesses is also another integral part of
building a successful company. We ensure that our business clients are able to continue to meet
the challenges of a competitive business environment and ensure they are adequately protected.
It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with WFI means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.
From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.
Deciding on the best benefit strategy for our clients' businesses is also another integral part of
building a successful company. We ensure that our business clients are able to continue to meet
the challenges of a competitive business environment and ensure they are adequately protected.
It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with WFI means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.
From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.
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