About Us

 A small dedicated team of IFAs who work to develop long term relationships with our clients. We ensure our clients' financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small.  Click here to view our profiles. 

How we work

When we first meet, we will usually start off by discussing your aims and needs in general before going on to conduct a thorough financial review. Following our review, we will take time to consider your situation and needs in detail, before writing a full report of our conclusions and presenting it to you at a subsequent meeting. We will then discuss our conclusions and recommendations with you, before agreeing the priorities, what should be done and when.

What makes us different?

Established Track Record

For over 25 years we've developed longstanding relationships with clients imparting knowledge and professionalism to every aspect of personal finance. Transparency through clear and regular personal reporting is fundamental. We believe Wheeler Wicks' proactive approach is a key reason why we retain so many of our clients.

Independence

At Wheeler Wicks, we are completely independent of all other institutions and by not holding assets, we aim to avoid conflicts of interest.

Flexible Investment Strategy

We are neither a 'growth' investor nor a 'value' investor, we operate as a 'total return' investor. Our aim is simply to help you achieve your financial goals, consistently, regardless of market conditions.

Global Investing

We maximise opportunity and manage risk by investing globally. Many British investors focus on UK stocks. However the UK makes up 8.4% of the world stock market. Investing globally, advantages can be taken from the worldwide opportunities.

Client Service

While managing investments accounts, there is a responsibility to keep clients up to date and informed about the state of their investment. At Wheeler Wicks, communication is the bedrock of relations with clients.

Competitive Transparent Fee Structure

Wheeler Wicks strives to keep more of your money working for you in the portfolio by using a competitive fee structure based on the size of your portfolio, aligning our incentives with our clients' best interests.