WB Financial Management is an integral part of our business, offering high quality independent financial advice to the clients of Walker Begley. We provide advice to business owners, companies and individuals to help them plan for their financial futures.
As with the accountancy side of the business you can be confident that we also aim to provide a service that adds real value for both you and your business.
We work closely with the directors of Walker Begley to ensure that our clients receive advice which fully reflects their current and future business plans, and also their personal aspirations.
All of our advisers are Chartered Financial Planners with proven experience in the industry, and are committed to continuous professional development to maintain up to date knowledge.
By understanding your circumstances, and getting the right information, we can provide tailored advice, specific to you, suitable for your own situation to help you achieve your objectives.
For your business this might include areas such as; tax efficient profit extraction, business succession planning, business protection, corporate investment and employee benefits.(including ensuring that you comply with your Auto Enrolment obligations).
For your personal situation, which is frequently closely linked to your business situation, this may include such areas as; personal investment planning, retirement planning, family protection, inheritance tax mitigation and will and trust planning.
Success for us is helping clients achieve the type of retirement they would like and deserve, saving tax, so helping money go further.
Early signposting and planning for the future gives the best opportunity to achieve these things. One of the most important things we can do is protect that successful future if something goes wrong along the way.
We are supported by extremely competent compliance, technical provision, paraplanning, administration and finance teams, using the latest technology and market leading products to deliver the best possible solutions for you. This assists us help you succeed in achieving your financial planning goals.
Success is also enjoying what we do and getting satisfaction from providing quality advice and service.
For more information on what WB Financial Management can offer, and to arrange a no obligation meeting, please contact Duncan or Sally on 01925 210000.
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© Walker Begley 2016. All rights reserved. Registered to carry out audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. WB Financial Management Ltd is an appointed representative of LJ Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales no. 5280582
