Welcome
Welcome to the website of Wessex Financial Services Ltd. Effective financial planning plays a significant role in reducing liabilities and maximising the value of your assets. This is why the choice of adviser is such an important one.
At Wessex Financial Services Ltd we know that our clients trust us and rely on our advice to help them to plan a better, more secure financial future. This is a responsibility that we take very seriously especially because we know that many clients have chosen us on the recommendation of friends and family.
Whether we are planning for known future funding requirements such as house purchase, school fees or income in retirement - or for the unforeseen such as job loss, long-term ilness or premature death, our independence from any product provider enables us to view the marketplace impartially. Our training permits us to look beyond a products marketing hype and select on the basis of its fitness for purpose.
As a company we pride ourselves on the personal service we provide for all our clients. This has resulted in many recommendations to provide financial advice to friends and family of existing clients.
We offer an initial consultation free of charge at a time and place to suit you. This gives you the opportunity without any obligation to assess if you would like to instruct us to provide you with truly independent advice. You also have the option to come into our office in Chandler's Ford which has free parking.
We can help you understand how your plans fit together and identify your underlying goals and objectives, including the risks you need to take and your tax planning advice.
Our philosophy is to treat customers fairly and build long term working relationships.
Please take some time to explore our website, we hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolio securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please e-mail us or use our contact us section of the website. We very much look forward to hearing from you.