Whether it’s building a nest egg for a rainy day or protecting a life time’s worth of hard saving, Wexdon will work with you to produce a unique strategy to suit your circumstances and objectives. We start with our free financial review, which will set out your free financial strategy report in a bespoke financial plan. If you are happy, Wexdon will help execute that plan. If you change your mind or feel that you need time to consider other options, we will be with you each step of the way.
We welcome potential clients who are interested in a second opinion. We are confident that we will earn your trust. When we explain all of the benefits of your bespoke financial plan, you will have the confidence to change to Wexdon.
Even if you are starting out with a small monthly amount, we will not turn you away. We hope that in time you will become a successful investor: the type of client that all IFAs and wealth managers want to have. Each oak tree started as an acorn.
Our initial appointment is free of charge – no matter how long it takes. Even if you live in a completely different part of the country, we are pioneering Skype conferencing for IFA meetings. All it will cost is a little bit of your time. Over a number of years, choosing high performing investments can make a difference of tens of thousands of pounds. It could mean the difference between affording the deposit on your ideal home, or allowing your children or grandchildren to be student debt free when they leave university. Call us now to book an appointment to start the process. It is your first step to a brighter future.