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

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

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

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

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

Trusted Advisers

Our highly qualified advisers deliver ethical advice focused on your individual needs

Independent Advice

We are not tied to any providers and deliver unbiased whole of market advice

Free Consultation

There are no hidden fees and we offer a free initial consultation

No Obligation

You have absolutely no obligation to act upon any advice that we provide

WHAT WE DO

Wealth Management

An investment plan will help you manage risk, make use of your allowances and invest tax-efficiently, to protect and build your capital.

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Equity Release

Helping homeowners unlock valuable tax-free cash to enjoy a more comfortable lifestyle in retirement.

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Retirement Planning

We will guide you through your pension options and assist you to construct a plan to help you enjoy the lifestyle you want in retirement.

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Protection

Having the correct insurance policies in place will ensure the right amount of money is placed in the right hands when it is needed most.

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Estate Planning

Professional and qualified advice can place your affairs in order so that when you’re gone your loved ones are looked after.

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Mortgages

Review the whole of the market to determine which mortgage type is best for you and identify the most competitive deals.

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TESTIMONIALS

Speak to one of our trusted, independent advisers today