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.
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.
Mobile. 07931 388651
Darren's particular expertise lies in Holistic Financial Planning incorporating advice and guidance to benefit from the UK tax regime, while investing to target the generation of above average returns over a defined duration. This is to help those, who need and will benefit from the service offered, to transition from working for a living, to financial freedom. The thinking is to allow clients to choose to work, retire or somewhere in-between.
WCC Ltd's unique proposition also includes a (bespoke to Waverley Court Consulting Ltd) Model Portfolio Service, where Darren is directly involved as the "Professional Client", with the Discretionary Service powered through 8AM Global Ltd.
Darren's words :"These days, although focused and technically minded, I surround myself with people who have the capacity to help fulfil our dream of “support, service and advice but with a heart”.
Outside of work, I'm actively involved with several charities, a happily married dad of two adult daughters with just a little passion towards classic cars, and generally I'm quite socially involved within the local community.
In 2018, I returned to Cardiff where I started working as Assistant Administrator for Waverley Court Consulting. Since joining I’ve started further studies and and training to become a qualified Paraplanner. I have also been promoted into a Supervisory Position within the Admin Team. I like to be busy and feel happy to take on these commitments within a supportive and collaborative team environment.
When I moved back to Cardiff, my husband Jordan and I founded a Historic European Martial Arts School called “The Academy of Steel” where we teach how to use a variety of medieval weapons following medieval manuscripts. I have compete in a number of fencing tournaments and have won a few medals and awards.
I am an avid fan of reading, sewing, nature, history and culture. I love travelling, exploring ancient sites, medieval cities, castles and museums. I also enjoy scuba-diving and find the world under water as fascinating as the one above.
My role has grown with a clear and distinct proposition supporting the WCC Ltd investment and investment administration needs including: analysis, administration, asset allocation and linked research, facilitating portfolio evaluation and program records. This includes being an active member of the Joint Investment Committee; key team-member linked to cashflow forecasting, amongst other operational and administrative responsibilities.
My role has developed and become more specialized with my interest pertaining to (and rationale involved through) the underlying investments; and their application within the client's cashflow forecasting to help what is planned become a reality.
I am well organised and proactive at providing timely, efficient work and able to establish good working relationships with a range of different people. I provide support to all the WCC team and am currently undergoing further training to improve my knowledge around all investment areas.
Outside of work I enjoy married life and spending time with my husband and our two children.
I joined the team here at WCC out of a desire to move into a profession that would present a genuine opportunity for me to learn and grow whilst also feeling like I am genuinely making a difference and doing something worthwhile, while I keep my creative passion projects ticking away in my own time.
Outside of work I am working as the sole artist in a community-driven tabletop role-playing game my partner is developing, as well as writing and illustrating a comic of my own creation, and working freelance on commissioned art pieces. I am learning German to get back in touch with my German heritage, I love live music, taking outdoorsy holidays to places I’ve never been before, cooking, baking, and, of course, I am passionate about art and video games.