OUR AIM IS TO GROW OUR BUSINESS BY TREATING OUR CUSTOMERS IN SUCH A WAY THAT WE RETAIN THEIR BUSINESS AND THEY ARE HAPPY TO RECOMMEND US TO OTHERS. OUR SERVICES INCLUDE:
Our Financial Advisers help you plan for the standard of living you want, after you stop work.
Searching for a mortgage can be a daunting experience. We search the whole market helping you find the one that’s right for you.
The unexpected can happen. We help you find suitable insurance cover, at a competitive premium.
We will help you to protect your loved ones, lifestyle or business, within your chosen budget.
Walford & Phelps are professional and friendly, and they listen to our requirements regarding our investments. We feel that they always put our interests to the fore.Mary & HywelSouth Glamorgan
Walford & Phelps have provided us with informed and significant advice for over 12 years. They are reassuring, efficient and understanding. This has enabled us to make important decisions with confidence.Mike & JackieKent
Walford & Phelps have always provided proactive and prudent advice. I have total trust in their capabilities. The team at Walford & Phelps continue to deliver exemplary service in looking after my future.SimonHertfordshire
Walford & Phelps have been dealing with our financial investments for the past twenty years and we have found them to be fair, honest, and always available if we wish to discuss any aspect of our affairs.Keith & MargaretSomerset
Walford & Phelps provide relevant, insightful and friendly advice for our company, our employees and our owner directors. They are proactive and keep in touch regularly to ensure our risks are covered and financial plans are on target.DavidManaging Director, London