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About Us

We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We are committed to being fully independent, thus offering advice on products from the whole of the market.

We base our recommendations on performance, service, cost and corporate stability.

Our main aims are:

  • to provide a personal and professional service to our clients
  • to surpass client expectations
  • to provide reports and advise using langauge you will understand
  • to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
  • to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.
  • .

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

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

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