Web Financial Services Limited

Web Financial Services is award-winning and wholly independent and our expertise covers all aspects of wealth management, trustee investment services, employee benefits, mortgages and protection. Our investment proposition uses model portfolios constructed by our in-house investment committee. The committee selects funds and monitors our asset allocation strategy and all of our portfolios focus on minimising volatility rather than simply targeting specific rates of return, giving you peace of mind in these turbulent financial times. Our corporate advisers act for organisations of all sizes, providing a full range of employee benefits, including group risk, medical insurance and tax-efficient benefits such as cycle to work schemes, in the knowledge that benefits packages can be vital in the attraction and retention of top quality employees. And, as part of the Bourne Group, a seamless world of financial and consultancy services, we are able to draw on its complementary expertise, such as business development or tax and accountancy services, whenever we need to. Specialities: Employee benefits, investment portfolio construction, mortgage solutions, offshore financial planning, pension planning for individuals, inheritance tax planning, cash-flow modelling.