“Ms R“Very good communication across the board.”
“Mr N“Always available and very helpful.”
“Mr & Mrs B“We are very happy with the service. Our advisor is always available to us.”
“Mrs H“Perfectly satisfied, I cannot think of any way in which they could improve.”
“Mrs M“Our family have always used Waverton for financial planning matters.”
“Mr and Mrs L“No request ever seems too difficult or trivial.”
“Mr F“Thoughtful and personal service.”
“Dr A“My advisor genuinely cares and makes sure we collectively make the right decisions each step of the way.”
“Ms P“I feel completely in safe hands with Waverton and would wholeheartedly recommend them to friends and family.”
“Mr J“Drew's communication is always second to none and I always feel completely in the loop.”
“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.”
“Mrs G“Such a high level of service but with a friendly, personal touch.”
“Mr C“I like that Stephen is always patient and never rushes us. It makes us feel like we are in really secure hands.”
“Mr S“Thank you Drew for improving the quality of my life greatly this year – which is what, in effect, you have done.”
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.
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Complaints
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.
Contact information
EDINBURGH OFFICE:
Waverton Wealth
Exchange Tower, 19 Canning Street,
Edinburgh EH3 8EH
Tel: 0131 514 2770
GLASGOW OFFICE:
Waverton Wealth
58 Waterloo Street
Glasgow, G2 7DA
Tel: 0141 410 1085
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