Financial Planning requires flexible solutions to deal with your ever changing needs for income, health, changing risk profile and family circumstances. We take into account your short, medium and long-term requirements, offering financial advice in the comfort of your own home, place of work, over the telephone or at one of our offices. Our advice is driven by your specific needs and we value our reputation for professionalism, accessibility and efficiency. You can choose how we are paid for mortgages; pay a fee, usually 0.5% of the loan amount or we can accept commission from the lender.
Services
Established in 2004, Wealthmasters provide financial planning advice to private, corporate and trustee clients. Our Financial Advisers are well qualified and experienced, offering solutions from the whole of the market depending upon your objectives, your capacity for loss and the risk you are willing to take.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our Advisers together with their contact telephone number. Our Advisers are supported by a friendly and professional administration team who will be happy to deal with any queries you may have.
I have been using the services of John Walls of Wealthmasters, for more than 10 years and I've found his financial expertise and market knowledge hugely valuable when making decisions on my investments. I'm pleased to report that over these past years my investments have positively reflected their qualified profiles and have not 'suffered' because of a market downturn and poor UK economy.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. It's important to ensure you put the right insurance in place to protect your home, its contents and your overall financial security. Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
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