We provide advice .
Without bias .
Wealth & Co is a fee-only company providing financial advice without bias or incentives from investment or product providers.
Our clients trust us to provide bespoke, unbiased advice, rather than ‘selling’ a list of financial products. As a Wealth & Co client, you will always know that you’re receiving independent advice based on the full spectrum of investments.
Alongside a commitment to ongoing education and professional development, we pledge to act always in the interests of each client.
Wealth & Co team .
With a career in financial markets spanning close to three decades, Simon’s comprehensive financial planning process focuses on investment strategy, portfolio construction and retirement adequacy planning.
Jennifer ensures our clients receive friendly service and quick answers to their day-to-day questions, while providing paraplanning and research support to our advisers.