Clear advice, transparent service - focused on you
WLS Financial Services is founded on the principle of providing clear and straightforward advice. We deliver this with complete transparency of how we work and our focus is to always put the needs of our clients at the forefront of everything we do.
In our business all members of our team believe it is important to treat clients in a way that we would expect to be treated ourselves.
We offer financial solutions to individuals, families, and professionals on all aspects of financial planning and investment management.
Whether you are approaching or at retirement, gaining an inheritance, getting a divorce or planning for a life-changing event, WLS Financial Services Ltd will deliver a high-quality, personal service that reflects your needs in a language that can be easily understood.
WHO WE
ARE
Our advisers are highly experienced individuals who take pride in delivering straight talking and transparent advice, always with a clear focus on you.
WHO WE WORK WITH
Our clients are individuals and families based from across the UK, each following a unique path with us by their side.
WHAT WE
DO
Our role is to listen and fully understand your objectives, talk to you in plain and simple terms, then deliver effective solutions for your money.
HOW WE
WORK
We will discuss your needs and create a tailored plan to meet your financial requirements, then help you implement it and monitor it over time.
Independent Advice
Being independent means that we can consider products from all firms across the market and will give unbiased and unrestricted advice. This allows us to select the most suitable products to meet your needs from the whole of the financial market place; thereby giving you peace of mind in the knowledge that you are receiving the most suitable advice and the highest standards of service.
Why Use Us
WHAT WE DO
TESTIMONIALS
“Our financial advisor was professional, patient, compassionate and skilled at guiding us and answering all of our queries. Exceptional and reassuring service.”
“Jason explained every step of the process in an understandable fashion and with a friendly and approachable nature. He found us some great packages which will improve our financial situation significantly and ultimately improve our lifestyle.”
“Hazel took the time to explain everything about Equity Release in a thoroughly professional & personable manner. She went into great depth about the pros & cons in relation to our personal circumstances & gave us confidence in the advice that was provided.”
“Other companies had attempted to solve this situation without success, but WLS did. The way you interviewed us to find the best possible offer for our needs was perfect. We have the security of knowing we can live in our house for the rest of our days which is wonderful, and we had a very heavy burden lifted.”
“We found Hazel easy to talk to and she explained every detail regarding us taking out a Lifetime Mortgage. This was not a straight forward application, but Hazel worked very hard to get it agreed. Without Hazel we would never have managed, she looks after her clients as friends, even when phoning she has time to speak and put your mind at rest. A credit to WLS Financial Services, Hazel is committed, efficient, conscientious, I will recommend Hazel to anyone who is looking for Equity Release.”
“Excellent service from the initial contact with Jason right the way through to the completion and successful mortgage completion. Jason’s knowledge about available products was exceptional.”
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