Please complete the below form and a member of our team will reach out to you promptly. There is no obligation or cost but is rather an opportunity for us to introduce ourselves and get a better understanding of what it is you’re looking for.
We know you may have a few questions before reaching out — here are some of the ones we’re asked most often, to help you get a clearer picture of how we work.
We offer a variety of fee options of which you choose your preferred option. This includes an hourly rate, a tiered percentage of assets that is dependant on value and also options for ongoing advice and management. Once we know your circumstances, we will be able to provide a detailed assessment of fees and you can choose how and if you'd like to proceed.
No. We work from a recommended fund list of the world's top investment managers and providers. Wherever we advise your money goes, has gone through a strict vetting process.
We very rarely have clients leave us but we appreciate things can change. We will proactively help, without friction, you move onto pastures new if you decide to. We will not charge you any additional fees.
We have a large team of expert advisers and we can discuss with you your preferred new point of contact. With that said, we pride ourselves in our team staying with us on a long term basis due to our friendly and professional culture.
Our head office is in Corsham, Wiltshire, but we have advisers based all over the country.
No. We have a broad and growing advisory team and will no doubt be able to help, or at least guide you int he right direction. Financial planning is important for everybody, not just the wealthy.
We offer both options depending on your preference and locality. Our clients get to decide how they work with us.
We tailor our approach depending on the circumstances. This can involve inviting additional people to our meetings, operating under power of attorney or holding more frequent meetings. Full details are in our vulnerable client brochure that we are more than happy to provide. We also have a duty of care to identify vulnerabilities ourselves and will discuss this openly with you and your family.
Hartham Park, Corsham, Wiltshire, SN13 0RP
enquiries@wdanda.com
01225 874102
