Private Client Services
The foundation of the service WFI Financial LLP provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
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.
WFI has a wealth of experience in the areas of financial planning and wealth management, and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
Private Client Advice
- Personal financial health check
- Life assurance
- Retirement planning
- Pension transfers
- Inheritance tax planning*
- Tax efficient investments*
- Planning for long-term care
- Commercial property investment*
*ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.