Type of Service: Add Wealth is an independent financial advice company who are directly authorised by the Financial Conduct Authority. FCA registration number 588163.
Our business was established over 25 years ago and our Advisers have well over 100 years of experience in the financial services industry.
Our team of Independent Financial Advisers and Mortgage Brokers are here to offer you quality advice on all aspects of your financial planning needs.
• Wealth Management (Pensions/Investments/Savings)
• Mortgages (Residential/Buy To Let/Commercial)
• Wills and Estate Planning
• Family and Business Protection (Life Cover/Critical Illness/Income Protection)
At Add Wealth, we believe in traditional values and strive to ensure that all our clients get comprehensive and reliable advice for their current and future needs. And as independent Financial Advisers we review the whole-of-market place when sourcing the best product to meet your needs and objectives.
When you engage with us, the following will happen:
Discovery Meeting:
An initial meeting is designed to allow us to get to know you and to determine whether we both wish to work together to achieve your financial goals and we will provide you with an outline of costs at this stage
Research & Analysis:
Once you have confirmed that you wish to engage us, we will collate your details and undertake research to establish the right options for you.
Strategy & Recommendations:
We will set out our recommendations clearly in writing (including the reasons for them) and arrange a meeting to present them to you.
Implementation:
Once decisions are made, you can leave the paperwork to us. We’ll prepare any forms ready for your signature, then collate and submit all the necessary documentation. We’ll follow each element through to successful implementation.
Maintenance (staying on track):
True security comes with the knowledge that your strategy can be adjusted to adapt to the world around you, not only addressing any changes but also benefitting from them. Your financial strategy should be dynamic. We’re here to make sure that it continues to support you on your journey
To arrange a consultation please email or call Mark Evans (see below). This initial meeting can be held in person or via telephone or video.
