Welcome

WENZ Financial Planning ~ Financial adviser Cotswolds ~ Financial adviser Wiltshire Gloucestershire

Why use an Impartial Financial Adviser?
Welcome and thank you for visiting our web site. WENZ Financial Planning specialise in providing Financial Planning, Wealth Management and Mortgage solutions to Private Individuals and Small to Medium Size Business's. For mortgages we work through a panel of lenders that represent Whole of Market Mortgage Advice. We provide personalised advice on:

Investments & Savings Pensions & Retirement Planning Protection Estate and Inheritance Tax planning Residential Mortgages *Equity Release / Lifetime mortgages Commercial mortgages Secured Loans

*Equity release refers to Home reversion plans and Lifetime mortgages. To understand the features and risks ask for a personalised illustration.

Getting the right advice means speaking to the right people.

We adhere to strict FSA (Financial Services Authority) guidelines, which obligate us to provide advice most suited to your personal requirements, affordability and your risk profile.

Many people think a Financial Advisor is only for the wealthy but this is not the case. Our services are open to everyone and we have clients from all walks of life.

We have a wealth of experience and support behind us. We concentrate on the suitability, risk and strength of new and existing financial products and providers. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.

For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial / mortgage market and what is important to consumers.

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