Are your savings working hard? We help select prudent investments to meet your goals.

WE AIM TO SIMPLIFY WHAT IS A COMPLICATED SUBJECT. WE WORK CLOSELY WITH INDIVIDUALS AND TRUSTEES TO PROVIDE TAILORED INVESTMENT SOLUTIONS, OR REVIEW THEIR EXISTING ARRANGEMENTS. OUR SUGGESTIONS ARE ALIGNED WITH YOUR ATTITUDE TO INVESTMENT RISK AND ON A TAX EFFICIENT BASIS.

The investment world is a complex place. Do you use ISAs, Investment Bonds, Unit Trusts or another product? What is risk? What is a sensible time horizon for investing? What asset classes, regions and sectors are suitable for you?

We can help make sense of this area. Our experienced advisers take time to review your existing arrangements, understand your personal circumstances and objectives. We work hard to identify your investment risk profile and make a personalised recommendation. After ensuring that you understand our suggestions, we help you to put the plan into action.

Once your solution is in place, we encourage regular reviews to discuss performance and any changes to your own circumstances, objectives and legislation, before advising you as to whether any alterations may be necessary.

WANT TO FIND OUT MORE?

To see how we can help with your investment plans, simply call us on 01708 471828 or get in touch

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