Wendover Financial Ltd are Independent Financial Advisers committed to offering excellence in advice and service. We genuinely put our clients’ interests and what is right for them, first. Between them, Alastair and Tim as Directors and Gerry, James, Rob and Jon as associates have well over a hundred years of experience in financial services and have clients who, in many cases, have been with them for decades.
"We pride ourselves in looking after the long term needs of our clients through all stages of their financial journey."Alastair Moir
All advisers are fully qualified and meet the professional standards required by the industry regulator. We understand that people can be intimidated by seemingly complex financial terminology and have received plaudits from clients on how we have de-mystified things for them.
Wendover Financial Ltd was established in February 2008, although three of the current team have had a presence in Wendover since 2001. Whilst many clients are local, distance from Wendover is no handicap to us helping those who live farther away. Indeed, we have clients who live near Carlisle, Plymouth, Norwich and Brecon.
We don’t advertise, attracting clients by ‘word of mouth’. Existing clients are not asked to recommend us but regularly do. Having the right ‘moral compass’ whilst understanding the importance of service and possessing the necessary technical skills is an absolute requirement for those in the team.
Please contact us to discuss ways in which we can help you. There is no charge for an initial consultation.