About Us
Based in Stratford-upon-Avon in Warwickshire, we are ideally located to serve clients throughout the UK.
Expert Advice
As independent financial advisers, we are able to advise on financial products available from all providers. Our advisers research, compare and select the most suitable products for each client’s needs.
We are an advice company which takes a full holistic approach to financial planning. We are a long established firm, with a loyal client base, excellent technical knowledge and all the expertise needed to meet your financial objectives.
Within the organisation we have advisers who specialise in investments, pensions, savings, mortgages, long term care, tax planning and protection, as well as an investment committee with a great track record of producing good long term returns for our clients, including via our advisory model portfolio service.
Wynchwood in numbers...
£0m
assets invested on behalf of our clients
0+
years combined experience across the team
0+
years’ experience across Investment Committee
About Wynchwood Investments Chartered Financial Planning status:
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
Mission Statement
We aim to inspire ideas, create confidence and give our clients the freedom to live life. At Wynchwood we provide a fully holistic approach to financial planning as part of our long-term relationship. We take the necessary time to fully understand you, your family and your personal and business objectives in order to formulate a comprehensive financial roadmap.
We believe that everyone has the power to achieve the lifestyle they want – for themselves and importantly, for their family. Our mission is to empower you to enjoy your wealth and to help you achieve true financial peace of mind. With our dedicated financial planning team, we make this possible by creating simplicity out of complexity and acting as the guardian to your financial wellbeing.
Core Values
Compliant
We follow the highest standards of governance/compliance to earn our customers’ trust and respect and we are committed to following the code of ethics to provide our customers with the peace of mind they deserve.
Standards & Integrity
We set the bar high in terms of our standards and conduct towards our clients, employees and providers and we continuously assess, monitor and improve our day-to-day activities to maintain trust and integrity.
Best interest of client
We have our client’s best interests at heart and our focus has and always will be the customer. We believe in treating each of our customers in the same manner we would want to be treated, and we strive toward achieving that goal every day. We actively seek to know and understand people. We engage ourselves in building relationships by asking questions and listening, without simply assuming that we know.
Exceptional level of service
We delight our clients with our passion and enthusiasm for what we do and we are proud to be open and flexible in addressing their changing needs. We always put our clients’ needs and objectives first.
Fairness
We have open and ethical communication with our employees, clients and providers to ensure everyone is treated with equal respect.