Welcome to Waverley Court Consulting Ltd based in Cardiff, where we offer a holistic financial planning service, through Independent Financial Advice.
Our mission is to empower our clients and their families to enjoy their wealth and to help them achieve true financial peace of mind. We make this possible by creating simplicity out of complexity and acting as the guardians of our clients’ financial wellbeing.
Our specialism is to combine tax mitigation and estate planning solutions with more traditional financial planning areas, such as retirement planning and investments. This means we can deliver a truly holistic and ‘one-stop’ solution advice service, in our area of expertise.
We often help clients retire years earlier than they had imagined, pass on their estates to their loved ones with a lower tax burden than they thought possible, and help with their investment portfolios to achieve true financial freedom.
If you would like us to ‘assess, evaluate, plan and stress test’ your finances:
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk