Our Services

We endeavour at all times to provide you with a bespoke financial planning service tailored to your individual needs. Our service combines expert advice and a long term relationship with a highly professional and well executed investment process. This is designed to take the worry out of managing your money, allowing us to concentrate on your goals and how to achieve them.

To deliver our service, we integrate good people, efficient processes and the latest technology to create the best client experience and consistency of outcomes.

Learn more

Our Approach

Waverton Wealth are focused on providing a straightforward and inclusive financial planning service for our clients. We aim to help individuals and business owners plan for a better life.

We have designed an approach to advice that is flexible enough to meet your changing needs and circumstances, from early wealth creation to management of assets and ultimately to preserving wealth for retirement and future generations. Our carefully prepared processes and practical solutions are designed to deliver consistent outcomes and meet your expectations.

The value of investments and any income taken from them can fall as well as rise. You may not get back the full amount of your initial investment.

Our Team

We consider ourselves to be your partner throughout the financial planning life cycle, displaying the values of transparency and integrity with a high degree of expertise at all times. We are committed to providing the best advice and support.

Meet our team

What our clients say

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Ms R
“Very good communication across the board.”

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Mr N
“Always available and very helpful.”

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Mr & Mrs B
“We are very happy with the service. Our advisor is always available to us.”

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Mrs H
“Perfectly satisfied, I cannot think of any way in which they could improve.”

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Mrs M
“Our family have always used Waverton for financial planning matters.”

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Mr and Mrs L
“No request ever seems too difficult or trivial.”

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Mr F
“Thoughtful and personal service.”

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Dr A
“My advisor genuinely cares and makes sure we collectively make the right decisions each step of the way.”

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Ms P
“I feel completely in safe hands with Waverton and would wholeheartedly recommend them to friends and family.”

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Mr J
“Drew's communication is always second to none and I always feel completely in the loop.”

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Mr & Mrs D
“Simon’s explanations are always helpful and I feel this enables us to jointly make the best decisions for my family’s future.”

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Mrs G
“Such a high level of service but with a friendly, personal touch.”

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Mr C
“I like that Stephen is always patient and never rushes us. It makes us feel like we are in really secure hands.”

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Mr S
“Thank you Drew for improving the quality of my life greatly this year – which is what, in effect, you have done.”

An Invitation

It’s never too early or too late to organise your financial plans for later life.

Your journey starts as soon as you get in touch. We would be delighted to hear from you.

Waverton Wealth Planning LLP is entered on the Financial Services Register https://register.fca.org.uk/ under reference 529061

Waverton Wealth is authorised and regulated by the Financial Conduct Authority (FCA). The Financial Conduct Authority does not regulate tax advice, trusts, will writing, national savings or some forms of offshore investment.

Where we provide investment advice, our advice is regarded as “restricted advice”, which means that whilst we offer broad and impartial advice on a wide range of retail investment products and investment service providers, we may not review or offer advice on all retail investment products or investment service providers that are available. However, we will only make investment recommendations to you on the basis that they are appropriate to your needs and meet your stated investment objectives.

Waverton Wealth is registered in Scotland (SO302894). Registered office - Exchange Tower, 19 Canning Street, Edinburgh, EH3 8EH.

The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Click here to view our Privacy and Cookie policy. Conflict of Interest Policy is available on request.

If you wish to register a complaint, you can do it by writing to: Jason Hemmings or telephoning him on 0131 514 2775

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at:

www.financial-ombudsman.org.uk

or by contacting them on 0800 023 4 567

The Financial Ombudsman Service was set up by law as an independent public body. Their job is to resolve individual disputes between consumers and businesses – fairly, reasonably, quickly and informally.

Successful financial planning is much more than simply investing. Having a plan which aims to meet your short, medium and long term goals flexibly and tax efficiently is key to a successful financial future.

Waverton Wealth offers an award-winning and seamless financial planning and investment management journey with a commitment to changing our clients’ financial futures for the better.

You work collaboratively with your dedicated financial planner partner to develop and build a clear pathway to achieving your financial ambitions. So let’s start talking about your financial journey and bring your ideas to life.