Clear, upfront
& to the point
Your finances shouldn’t be complicated. Let us make it easier.
Why TheWealthPoint?
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Our mission is to bring clear financial advice to everyday people who want to know exactly what’s happening with their money in simple terms.
Our services
Clear, upfront & to the point
No-nonsense advice based on what you want to achieve. We work with people not portfolios and provide a range of services focused on simplifying things for you.
Step One: The Introduction stage
Your chance to get to know us! We offer a free, no-obligation, initial consultation with one of our qualified independent financial advisers. You’ll get to know who you’ll be working with if you choose to do so as well as the steps we take in the advice process.
Step Two: Getting to know you
If you’re happy to work with us, we’ll need to have a closer look at your financial situation, understand your what you want to achieve and find out how comfortable you are with investment risk.
Step Three: Recommendation and implementation
Once we’ve gathered all the information we need, we’ll do our work to make a recommendation tailored to your goals which you will have established during the fact-finding. If you are happy to continue with the recommendation, we will implement them for you.
Step Four: Ongoing relationship
Often life can change, meaning plans need to be reviewed and updated. An ongoing service allows us to keep in touch and recommend changes where we think appropriate so you stay on track to achieving your goals.
“Sanjay and his team were able to combine my pensions, even found one which I was unaware I had.”
– Review from verified client, Vouched For
Want to read what
our clients think?
