Welcome

Wellers Wealth Management Ltd is the Independent Financial Adviser associate company of Wellers Accountants. The company was formed in 2002, at a time when the Partners of Wellers identified the importance of providing a specialist wealth management service to assist their clients by means of providing sound independent financial advice and planning.

Wellers Wealth Management Ltd has an excellent reputation in providing impartial financial advice to both individuals and companies. Our ultimate goal is to provide an excellent quality of service for all our clients.

We offer a wide range of services, designed with the particular needs of the individual or company in mind. Our philosophy is to understand our clients' financial position, their personal circumstances and their aims and objectives, on identifying their needs and goals; we will make recommendations tailored to fit the circumstances of the individual or company.

Wellers Wealth Management Ltd is an Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150452. FSA Registration No: 446957

The Financial Services Authority do not regulate deposit savings or some forms of mortgage, tax planning, offshore investments or school fees planning

The information contained within this site is subject to the UK regulation regime and is therefore targetted at consumers based in the UK only.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Wellers Wealth Management Ltd
Registered Address:
8 King Edward Street, Oxford, OX1 4HL
Registered in England & Wales, No. 4422563

Neither Wellers Wealth Management Ltd nor Sage Financial Services Ltd can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.