At Wade Wealth Partners we provide a fully independent and holistic financial planning service. Covering; investments, pensions, mortgages, estate planning and insurance.
As a client, you will receive a level of knowledge, practical experience, and client attention that we believe will be hard to find amongst our peers. Being fully independent allows us to maximise our investment abilities and knowledge via access to the most competitive investment solutions in the marketplace. For us this is a relationship business - the more we know about you the better we can find the solutions to the challenges you face.
Our advisers offer advice and planning in areas where they have had over 10 years of practical experience. Our Managing Director, Charlie, worked for over 10 years in the property and finance industry, both as a financial adviser and a mortgage broker. He has experience of the mortgage market from both the banking and advisory sides, has worked as an agent buying and selling property and has had his own portfolio of properties that he has managed since 2004.
Our Director of Financial Planning, James, spent 8 years as a portfolio manager for a Hedge Fund, so has a fantastic understanding of creating value and balancing reward and risk when it comes to investments. He believes in a cohesive financial strategy to educate our clients, allowing them to maximise their finances and reach their personal financial goals.
Wade Wealth Partners is a trading name of CW Executive Finance Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA No: 1008798). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
Trading Address: Wade Wealth Partners, Mercury House, 117 Waterloo Road, London, SE1 8UL. Registered Address: Unit 29 JBJ Business Park, Northampton Road, Blisworth, Northampton, NN7 3DW. Registered in England & Wales Company No: 0955478
Company Details
- Employees
- 7
- Founded
- -
- Address
- Wade Wealth Partners, Mercury House, 117 Waterloo Road, London,se1 8ul,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- charleswadefinance.co.uk
- Keywords
- VCTs, Trusts, Mortgages, Limited Company Owner Financial Advice, Pensions, Portfolio Management, Tailored Investment Strategies, Structured Products, Financial Planning, Consolidating Investments, Pension Transfers.
- HQ
- London
Wade Wealth Partners Questions
Wade Wealth Partners's website is charleswadefinance.co.uk
Wade Wealth Partners's LinkedIn profile is https://uk.linkedin.com/company/wadewealthpartners
Wade Wealth Partners has
7 employees.
View email and phone details for 7
employees at Wade Wealth Partners.
Wade Wealth Partners's industry is
Financial Services
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Wade Wealth Partners's categories are Financial Services
Wade Wealth Partners's founding year is 2010
