About us
A lot of the time, anxiety about your money can be coupled with not knowing who to talk to about it. We believe it’s important for you to know who you’re working with, especially when it comes to finances.
Allow us to introduce ourselves..
We are TheWealthPoint, an independent financial advice company regulated by the Financial Conduct Authority and dedicated to providing advice and information that prioritises clarity over complexity.
When confronting financial matters, its important to look at the bigger picture to make sure you consider everything. Taking a collaborative approach is crucial during this process.
What we mean by this, is that it would be impossible for us to provide tailored advice without collaborating with you. Your input allows us to get detailed insight into your finances through the lens of your current circumstances and your future wishes. By working together, we can make a start on turning your future wishes into plans.
Recognising that conversations about money don’t have to be littered with difficult language is what we think sets us apart in this industry.
Transparency is the cornerstone of trust and the foundation which we like to build our client relationships on. No surprise fees, murky contracts or hidden information.
You should be at the heart of the financial advice that is provided and this is exactly where our commitments lie.
Contact our team today
to organise a free initial consultation
We look forward to helping you making decisions with clarity and confidence.
Transparent, trustworthy advice for people who want more from their money.
No-nonsense advice based on what you want to achieve. We work with people, not portfolios and provide a range of holistic financial planning services.