WFM

WFM is paid for its services by either commission payable by product providers, fees payable by clients or a mix of both. These fees are agreed and set out upfront in a transparent manner in collaboration with each client... WFM specialises in advising professionals and business owners on all aspects of their financial health. This includes budgeting, tax planning and wealth management. We help our clients to ensure they have structures in place to manage the financial wellbeing of themselves, their families and businesses in the event of any unforeseen instances, such as ill health or even death. We then help them to optimise both their current financial wealth and their future financial potential. We have deep experience in all investment related matters especially involving Small Self-Administered Pension Schemes, self-administered Personal Retirement Savings Accounts and self-administered Approved Retirement Funds. This experience affords us the opportunity to develop innovative..

Also known as: Walker Financial Management

Registration numbers: 474787 (W)