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Do the things you've always wanted.
At WWP we help you figure out how you can spend more time doing the things you enjoy with the people you love. We work with you to develop robust plans to achieve dreams, create security, manage risk, and where appropriate minimise both tax and cost.
We're partners.
Not pushers.
Our job is not to tell you what to do, how to do it, or even the best thing to do. It's to be there for you when you need us to help you make big decisions in life.
Our service works best for those...
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Who are interested and engaged in their financial future, and want expert help to help them reach their goals
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At, or approaching retirement, making the switch from spending their income to spending their savings – a big mental shift!
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Who recognise that without professional help they're unlikely to make the most of their situation
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People who are nervous about managing their wealth and want expert guidance from someone who is acting in their best interests
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Who want to have a friendly and independent sounding board to help when making the ‘big decisions’
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Who want their investments and pensions to be professionally managed and benefit from a consistent and disciplined approach
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Who are busy with complex needs
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With sufficient investable assets or income
Our service won’t work for those….
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Who don't see the value of planning when it comes to their future
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Looking for a transactional relationship or one-off advice
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Who want to try to time the markets or guess what the next great investment will be
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Wanting to self-manage their investments, or invest without a financial plan
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That see property as the only way to provide them with an income in retirement
A clear plan for your future.
Build a robust masterplan for your financial future that shows you all the things you can achieve, as well as providing you with peace of mind that things will be OK.
The transformations we make.
Beyond the financial benefits, working with us allows you to build a trusted relationship with an independent professional, who will also give you greater confidence in your financial future & allow you to enjoy your retirement to the full.
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Confidence and peace of mind that your finances are well managed.
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Ensuring that you are using your tax allowances and your investments are tax efficient.
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A robust, personal plan to show you how to achieve your goals & objectives.
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A sense of perspective and a sounding board throughout life's big decisions.
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Help with measuring and managing the risk involved with your money.
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Encouraging good behaviour with money that ensures your money works as hard as you.
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