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Financial Planners

Wexdon Financial Services - IFA London

Wexdon Financial Services IFA London is a financial services company based in London, England. They specialize in providing expert financial planning and advisory services to individuals and businesses. With a team of experienced financial planners, Wexdon Financial Services IFA London is committed to helping their clients achieve their financial goals. They offer a range of financial services, including investment planning, retirement planning, and wealth management. If you're looking for reliable and professional financial services, Wexdon Financial Services IFA London is the company to trust.

Introduction to Wexdon Financial Services IFA London

Wexdon Financial Services IFA London is a financial planning firm located in London, United Kingdom. Founded in 2010, the company has a team of experienced financial planners who aim to provide personalized financial advice to their clients. Wexdon Financial Services IFA London is unique in that they take a holistic approach to financial planning, taking into account their clients' entire financial situation and tailoring their advice to meet their individual needs.

Services & products

Wexdon Financial Services IFA London offers a range of financial planning services, including retirement planning, investment planning, tax planning, and estate planning. They also offer insurance products such as life insurance, critical illness cover, and income protection.

Location

Wexdon Financial Services IFA London is located in the Chelsea area of London, which is known for its upscale shops and restaurants. The area is also home to many other financial services companies. The nearest public transportation options are the Fulham Broadway tube station (0.3 miles), Imperial Wharf train station (0.6 miles), and the West Brompton tube station (0.7 miles).

Benefits

Customers should choose Wexdon Financial Services IFA London because of their personalized approach to financial planning. The company takes the time to get to know their clients and understand their unique financial goals and needs. They also have a team of experienced financial planners who stay up-to-date with the latest financial trends and regulations.

Good to know

One thing customers should be aware of is that Wexdon Financial Services IFA London is a fee-based financial planning firm. This means that they charge their clients a fee for their services, rather than receiving commissions from financial products they recommend.

Reviews

Customers have praised Wexdon Financial Services IFA London for their personalized approach to financial planning and their knowledgeable team of financial planners. Many have also noted that they appreciate the fee-based model, as it ensures that the company's advice is unbiased.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and insurance planning.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning by getting to know our clients' unique goals, circumstances, and risk tolerance. We then tailor our recommendations to meet their individual needs and objectives.

What are your fees and how are they structured?

Our fees vary depending on the scope and complexity of the financial planning services provided. We offer both fee-only and commission-based options, and our fees are always fully disclosed and transparent.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and hold industry-recognized credentials such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designations. We also require our planners to undergo continuous education and training to stay up-to-date on the latest industry developments.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients upon request. We take pride in our reputation for delivering high-quality financial planning services and building long-term relationships with our clients.

Reviews

  • Jinos Akhtarkhavari

    28-05-2014
  • David Farrer

    I met Richard from Wexdon recently and found him to be very knowledgable and helpful and I would not hesitate in recommending a consultation.

    28-05-2014
  • Alina Shevchuk

    28-05-2013
  • Gusttavo Cárdoso

    28-05-2013