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About us

Waverley Court Consulting Ltd provides independent financial advice. We specialise in advice on investment, retirement planning, wealth management, tax and estate planning; and wealth preservation.

The firm started as a sole trader, developed into a partnership and arrived in its current form in 2006. Our belief is to provide high calibre advice at a competitive price where our independence is paramount to ensure the provision of potentially the best contracts available in financial services. This service of professional financial advice and investment planning is achieved through a transparent, fee-paying relationship, free from the potential for bias.

Confirmation of our drive to provide the highest level of service, support and advice; I believe, is demonstrated by the kind comments of existing clients , as Testimonials, and all our introductions and new clients come through “word of mouth”, either personal or professional.

We create highly personalised solutions to solve the financial issues facing our clients; and bring innovation and creative thinking to any planning or investment management situation.

We are placed close to Cardiff City Centre with our office in Cathays. We advise clients throughout the UK but with a clear focus on South, Mid and West Wales, we are keen to develop further client relationships.


What We Don’t Do….

We are a specialist firm who solely advise on pensions and investments, investment planning and management, financial planning both pre- and post-retirement, tax and estate planning, and holistic financial planning. There are other areas of advice where we do not provide the advice but can introduce to trusted professionals who specialise in the field :-

  • Wills, Will Writing and Powers of Attorney
  • Self Assessment and Annual Accounts
  • Mortgage Advice
  • General Insurance
  • Private Medical Insurance

With legal matters, we only will recommend appropriately qualified solicitors; and with tax reporting matters we will only recommend appropriately qualified chartered or certified accountants.

Waverley Court Consulting Ltd : 84a Woodville Road, Cathays, Cardiff CF24 4ED| Website designed by The Smarter Web Company | Privacy Policy | Waverley Court Consulting Ltd are authorised and regulated by the Financial Conduct Authority.

We are entered on the FCA Register :- Waverley Court Consulting Ltd 624087

This site provides information, it is not advice. Any opinions are given in good faith and may be subject to change without notice. Opinions and information included within this site does not constitute advice.