www.wavertonwealth.co.uk Open in urlscan Pro
77.68.76.216  Public Scan

Form analysis
1 forms found in the DOM

GET https://www.wavertonwealth.co.uk/

<form role="search" action="https://www.wavertonwealth.co.uk/" method="GET">
  <input type="text" name="s" id="s" value="" aria-label="Search" placeholder="Search">
  <span>Hit enter to search or ESC to close</span>
</form>

Text Content

Skip to main content
Hit enter to search or ESC to close
Close Search
account
Menu
 * Home
 * Team
 * Services
 * News
 * Contact us
 * twitter facebook linkedin

 * account



WE ARE PLEASED TO ANNOUNCE THAT FOLLOWING REGULATORY APPROVAL, CORNERSTONE ASSET
MANAGEMENT LLP HAS BECOME PART OF THE WAVERTON GROUP. WE ARE NOW NAMED WAVERTON
WEALTH PLANNING LLP AND TRADING UNDER THE BRAND OF WAVERTON WEALTH.



THIS IS AN EXCITING TIME FOR US AS WE LOOK FORWARD TO COMBINING OUR FINANCIAL
PLANNING EXPERTISE WITH THIS THRIVING INVESTMENT MANAGEMENT BUSINESS.





WE, AS WAVERTON WEALTH WILL CONTINUE TO LOOK AFTER ALL OUR CLIENTS AND WE HAVE
PLANS TO TAKE FULL ADVANTAGE OF THE BREADTH OF INVESTMENT EXPERTISE ON HAND AT
WAVERTON INVESTMENT MANAGEMENT.





OUR SERVICES

WE ENDEAVOUR AT ALL TIMES TO PROVIDE YOU WITH A BESPOKE FINANCIAL PLANNING
SERVICE TAILORED TO YOUR INDIVIDUAL NEEDS. OUR SERVICE COMBINES EXPERT ADVICE
AND A LONG TERM RELATIONSHIP WITH A HIGHLY PROFESSIONAL AND WELL EXECUTED
INVESTMENT PROCESS. THIS IS DESIGNED TO TAKE THE WORRY OUT OF MANAGING YOUR
MONEY, ALLOWING US TO CONCENTRATE ON YOUR GOALS AND HOW TO ACHIEVE THEM.



TO DELIVER OUR SERVICE, WE INTEGRATE GOOD PEOPLE, EFFICIENT PROCESSES AND THE
LATEST TECHNOLOGY TO CREATE THE BEST CLIENT EXPERIENCE AND CONSISTENCY OF
OUTCOMES.

Learn more


OUR APPROACH

WAVERTON WEALTH ARE FOCUSED ON PROVIDING A STRAIGHTFORWARD AND INCLUSIVE
FINANCIAL PLANNING SERVICE FOR OUR CLIENTS. WE AIM TO HELP INDIVIDUALS AND
BUSINESS OWNERS PLAN FOR A BETTER LIFE.

WE HAVE DESIGNED AN APPROACH TO ADVICE THAT IS FLEXIBLE ENOUGH TO MEET YOUR
CHANGING NEEDS AND CIRCUMSTANCES, FROM EARLY WEALTH CREATION TO MANAGEMENT OF
ASSETS AND ULTIMATELY TO PRESERVING WEALTH FOR RETIREMENT AND FUTURE
GENERATIONS. OUR CAREFULLY PREPARED PROCESSES AND PRACTICAL SOLUTIONS ARE
DESIGNED TO DELIVER CONSISTENT OUTCOMES AND MEET YOUR EXPECTATIONS.

THE VALUE OF INVESTMENTS AND ANY INCOME TAKEN FROM THEM CAN FALL AS WELL AS
RISE. YOU MAY NOT GET BACK THE FULL AMOUNT OF YOUR INITIAL INVESTMENT.


OUR TEAM

WE CONSIDER OURSELVES TO BE YOUR PARTNER THROUGHOUT THE FINANCIAL PLANNING LIFE
CYCLE, DISPLAYING THE VALUES OF TRANSPARENCY AND INTEGRITY WITH A HIGH DEGREE OF
EXPERTISE AT ALL TIMES. WE ARE COMMITTED TO PROVIDING THE BEST ADVICE AND
SUPPORT.

Meet our team


AN INVITATION



IT’S NEVER TOO EARLY OR TOO LATE TO ORGANISE YOUR FINANCIAL PLANS FOR LATER
LIFE.



YOUR JOURNEY STARTS AS SOON AS YOU GET IN TOUCH. WE WOULD BE DELIGHTED TO HEAR
FROM YOU.


CONTACT US

Legal information

Waverton Wealth Planning LLP is entered on the Financial Services Register
https://register.fca.org.uk/ under reference 529061

Waverton Wealth is authorised and regulated by the Financial Conduct Authority
(FCA). The Financial Conduct Authority does not regulate tax advice, trusts,
will writing, national savings or some forms of offshore investment.

Where we provide investment advice, our advice is regarded as “restricted
advice”, which means that whilst we offer broad and impartial advice on a wide
range of retail investment products and investment service providers, we may not
review or offer advice on all retail investment products or investment service
providers that are available. However, we will only make investment
recommendations to you on the basis that they are appropriate to your needs and
meet your stated investment objectives.

Waverton Wealth is registered in Scotland (SO302894). Registered office -
Exchange Tower, 19 Canning Street, Edinburgh, EH3 8EH.

The information contained in this website is subject to UK regulatory regime and
is therefore restricted to consumers based in the UK.

Click here to view our Privacy and Cookie policy. Conflict of Interest Policy is
available on request.

Complaints

If you wish to register a complaint, you can do it by writing to: Jason Hemmings
or telephoning him on 0131 514 2775

A summary of our internal complaints handling procedures for the reasonable and
prompt handling of complaints is available on request and if you cannot settle
your complaint with us, you may be entitled to refer it to the Financial
Ombudsman Service at:

www.financial-ombudsman.org.uk

or by contacting them on 0800 023 4 567

The Financial Ombudsman Service was set up by law as an independent public body.
Their job is to resolve individual disputes between consumers and businesses –
fairly, reasonably, quickly and informally.

Awards



Charitable Connections

Our Water Coolers are from AquAid

Contact information

EDINBURGH OFFICE:

Waverton Wealth
Exchange Tower, 19 Canning Street,
Edinburgh EH3 8EH
Tel: 0131 514 2770

GLASGOW OFFICE:

Waverton Wealth
58 Waterloo Street
Glasgow, G2 7DA
Tel: 0141 410 1085

© Copyright 2021 Waverton Wealth Planning LLP



Close Menu
 * Home
 * Team
 * Services
 * News
 * Contact us



 * twitter
 * facebook
 * linkedin


YOU ARE NOW LEAVING WAVERTON WEALTH

Waverton Wealth provides links to websites of other organizations in order to
provide visitors with certain information. A link does not constitute an
endorsement of content, viewpoint, policies, products or services of that
website. Once you link to another website not maintained by Waverton Wealth, you
are subject to the terms and conditions of that web site, including but not
limited to its privacy policy.

You will be redirected to


Click the link above to continue or CANCEL

The site uses cookies to provide you with a great user experience. By continuing
to use this site you accept our use of cookiesOK
 * Welcome
 * Services
 * Approach
 * Team
 * Invitation