3rd Floor, 9 Whitehall, London, SW1A 2DDContact us
At Charles Wade we provide a fully independent advisory and management service covering: mortgages, financial and estate planning, family trust work, pensions, investments and insurance. We have access to the most competitive investments in the marketplace allowing us to maximise our abilities and knowledge, for the benefit of our clients.
In becoming a client, you will be receiving a level of knowledge, practical experience and consistency that we believe will be hard to find amongst an financial advisory group.
After fully understanding your circumstances and attitudes towards different types of investments, we design a financial plan and individual summary document. Following implementation of your plan we then work together through structured, regular contact so that your financial plan and investment strategy is always up to date. This ensures you get the maximum benefit from us.
We are passionate and confident that through educating our clients and maximising their finances, we can help every client towards reaching their financial goals.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.