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Get in Touch Private Clients

Get in touch

Call us on 0800 038 5431

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Our journey together - Financial Planning for every situation

Wells & Co. is purposely small, but mighty! We have the finely-tuned expertise to help you your financial planning and wealth management needs. We’re here to support you and make your goals a realistic proposition.

Plan.
  • Tailored face to face financial planning, exploring your circumstances and goals in detail, with expert evaluation and analysis.
  • We will work together to create an individual plan that works for you.
Design.
  • A bespoke solution tailored to you. We take into account your risk, timeframe and personal preferences.
  • We will provide written recommendations for you supported by personalised illustrations.
Review.
  • We will meet with you for regular reviews to keep our advice and guidance pertinent and up to date, ensuring we focus on your priorities, making changes to your plan as necessary.
  • We will provide a full update on the plans that you hold with us and also any changes in the markets and legislation that may affect you.
  • We will be your financial life coach in uncertain markets and help you to deal with any unforeseen surprises.

Because when making big plans we know the small things mean the most.

Scarlet Wells

Excellent Customer Service Support