Wallis Wealth Limited

Wallis Wealth is a wealth management business with a difference, driven by passion and purpose. We are dedicated to understanding your goals, finding efficient and creative solutions and making your ambitions a reality. Our comprehensive range of services encompasses mortgage arrangement, savings and investment, pensions and retirement planning, inheritance tax planning and family wealth and insurance and protection. We are relentless in our desire to continually improve our service offering and employ cutting-edge technology, including sophisticated cashflow modelling software, to help our clients make the decisions that will secure their financial futures. We work with a wide spectrum of clients, each with their own very specific family and financial circumstances, objectives, goals and priorities. What they have in common is that they are typically successful individuals, with exacting standards, who rightly expect a high-quality, professional and proactive service. We are proud to count among our clients entrepreneurs, business owners, high net worth individuals, company directors and executives, professionals and high earners with complex incomes – and we are ambitious for every one. We can act for you to meet a specific short-term financial need, but we typically build long-term relationships with our clients, supporting them through different life stages and helping them to achieve their evolving goals. We are passionate about offering every client the solution that is exactly right for them and being there when they need us to be. This passion and determination to meet clients’ very individual requirements and exceed their expectations is at the heart of every one of our client relationships. We are a member of 2plan, one of the largest and longest-established financial advice networks in the UK. We have been a constant presence in the UK financial advice market for almost 50 years.