Your World in Trusted Hands® – Trusted advice and guidance for achieving what life means to you.
It all starts with you…….
Whatever your reasons for seeking advice, we’ll listen carefully, get to understand what is important and establish a plan to get you to where you want to be
Your financial story is still being written, and we can give you the advice and guidance you need to plot a financial course that works. Everyone has their own financial journey to go on. You may want to improve your understanding of everyday finances. You may be ready to address the financial challenges that have been getting in the way of achieving what you want. You may be building for a financially resilient future.
Don’t worry. We don’t expect you to have all the answers. Taking the first steps on the road to planning your financial future, or overseeing your Will and your Estate can feel challenging. But after your first discovery call with us, we think you’ll feel inspired to take the next steps.
We’ll talk about what matters to you. We’ll look to your past and present to help you plan the future you want. Whatever kind of life you want to live, and whatever kind of legacy you want to create, we’re here to help you make it happen.
Our team’s unique combination of expertise in financial planning, legacy planning, coaching and consultancy paired with our wide network of Trusted Hands® enable us to provide a holistic approach to help you overcome challenges and empower you to take control of your finances.
At Wensons Financial we deliver fully independent and transparent financial planning. We are here to remove the stress and confusion from managing your money. We don’t believe financial advice should ever be complex. That’s why we pride ourselves in offering clear and reliable advice to suit your individual goals and lifestyle.
Through Wensons Legacy we provide Financial Coaching, which helps you to better understand your emotions and behaviours around money. This is a collaborative, educational relationship that empowers you to achieve financial freedom. Our Legacy Planning service takes a more holistic approach to estate planning, with a view to improving your Financial Wellbeing. We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future, and your own legacy.
Work with us, tell us your story and we’ll take the next steps on your journey together.
We are here to help, drop us a line and say ‘hello’!