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.

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.

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.

What our clients say

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.

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.