Our Services

We are able to advise and provide solutions to a wide range of areas such as:-

• Wealth Preservation
• Life Assurance
• Retirement Planning
• Business Protection 
• Investment Advice
• Offshore Financial Planning
• Health Insurance
• Long Term Care
• Corporate Planning
• Tax Planning
• Mortgage Advice

Your home may be repossessed if you do not keep up repayments on your mortgage.

For advising on mortgages we can be paid by commission from the lender or we can charge a fee of typically £2,200.

For details of our fees for mortgage business please see our page "How we are Paid".

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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

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