Our expertise involves working with you on one, more, or all of the aspects that build your financial profile; the whole picture.
We research in-depth, deliberate with you and then carefully recommend options open to you. On your instruction we put any plans into action, and keep your strategy alive and on track by robust monitoring and secure software.
Steve’s first career was as a design Engineer in Civil Engineering. But by 1984 he had decided that he really wanted to run his own business and after some false starts realised that there was an opportunity in retail financial services to deliver advice on a fee rather than a commission basis.
He set about building his business and was among the first people to pursue professional qualifications. WFW is now well established and services about 350 core clients with many more being looked after on an ad hoc basis. We will carry out single one-off pieces of work as well as provide a financial planning service over time. We have three qualified advisers and one trainee with four support staff.
For light relief Steve has four passions. His family, his home, economics/politics, and motorsport. He has engineered and raced historic sports cars for over 35 years and intends to keep doing so for as long as possible. His wife now insists that he must take actual holidays, which is a novelty he now finds he enjoys. He has four daughters and six grandchildren.
Steve is active in the retail financial services world where he is a formation committee member of a new trade association. He is very engaged in challenging the extent and costs of regulation. And he contributes regularly to the trade press.