Who we are & what we do

Your finances are deeply personal… great financial planning should match

Wells & Co. is a family-run practice with offices in Winchester, Oxford and Mayfair. With decades of experience we provide clients with strategic financial planning that is specialised, professional and – above all – personal.

In a world of apps, log ins with too many passwords to remember, call centres with so many options and none of these being the reason for your call, we deliver a personal service. When you call us, we answer. We know you and you know us. This is how lasting, trusting relationships are made.

As a small team – we all get to know you, what is important to you and what is happening in your life – we understand the importance of genuine relationships.

There is a lot of complexity to financial planning, but that doesn’t mean we can’t be clear in our advice. We pride ourselves on the Wells and Co. approach – down-to-earth, authentic and focused on you as an individual.

Olivia Wells

Partner

Meet the team

Values and Philosophy

We have the finely-tuned expertise to help you with a whole array of financial planning and wealth management needs. Whether you’re taking your first step into the world of savings and investment, planning for a well-deserved retirement, or looking for corporate advice, we’re here to support you and make your goals a realistic proposition.

Everything we do is guided by our values, this is how we forge enduring and rewarding client-relationships.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Attentive

Caring for our clients means we love what we do. There is nothing more rewarding than building lasting, personal relationships with clients, restoring calm to their financial lives, and helping them achieve their ambitions.

Approachable

We believe that comfort and trust are key to successful financial planning. Strong relationships grow from outstanding personal service. By offering ‘total’, fully-rounded planning, we aim to become indispensable, trusted advisors for our clients.

Authentic

We recognise that clients expect great service and outcomes, but they also want clarity and integrity. Authenticity is crucial to how we work. We focus relentlessly on our clients’ aims, offering realistic solutions and straightforward advice on a personal level. Then we follow up by doing what we say we’re going to do.

Accountable

We recognise the trust our clients place in us and we take our duty of care seriously. Our clients come first, and we’re driven by the responsibility of making a tangible difference to their lives.

As the average lifetime increases, we all need to be thinking about how to arrange our finances to make those extra years secure and comfortable.

Financial Planning for a lifetime that could last a 100-years

Get in touch