Investment Planning
Gain control and streamline your wealth thanks to a proactive investment plan.
Flexible, Independent Investment Advice
When backed by data and knowledge of the market, investments are seen as dependable methods of increasing wealth for individuals and have historically surpassed cash savings. However, this is only true with an expert at the helm who can tailor an investment strategy around your current situation and goals for the future.
At W Wealth, our independent, chartered financial advisers give you the confidence to invest with a flexible approach made for the long term. Maximising tax allowances wherever possible, we focus on a diverse, balanced investment portfolio that’s in line with your attitude to risk and future objectives.
Protecting your assets and working towards maximised profits, we make the complex seem simple with a fully bespoke investment planning service.
What We Deliver For Your Investments
Efficiency
Thanks to a range of our own funds, we can make necessary changes for all of our relevant clients faster than with traditional methods. We can also reduce delays and consider additional investment classes to benefit you.
Control
As guardians of your investments, we have total control and can make changes to the way investments are managed to ensure they continue to meet your needs. This high level of control helps us make agile decisions with your best interests at heart.
Potential tax savings
Thanks to our own funds, trades to underlying holdings aren’t subject to a CGT calculation. As a result, reductions to tax allowances won’t affect your investments, such as the CGT tax-free allowance being halved in 2023.
Introducing The ela Funds
Introducing The
ela Funds
A new, in-house investment pool, the Vela range of funds consists of lower risk and high risk options. Each is a combination of different types of investments, asset classes, and investment styles to satisfy long-term objectives and market opportunities.
Robust Research And Reduced Risk
To achieve an appropriate level of risk, we blend our funds where appropriate to produce five portfolios, ranging from low, low to medium,medium, medium to high and high risk. Our investment team combines external research with internal knowledge and analysis, with formal scrutiny applied and reviewed by our investment committee.
Liquidity and flexibility
Thanks to the easy to trade, liquid options available, you’ll never be trapped in a single fund that could be losing value and is closed to trading. We also closely monitor fund progress to ensure a harmonious relationship between all aspects of your portfolio, with a rigorous, detailed examination of all investment options.
Get in touch to find out more about our approach to investment planning.
How Do We Charge?
Unlike other firms, we're transparent with our fees meaning no hidden costs along the way.
Why ChooseW Wealth?
Thanks to a whole of market approach, vast experience, and the latest technology and analytical tools, we help you make the most of your investment strategy. Putting you at the centre of every decision, all strategies are tailored to your attitudes to risk, objectives, and current situation.
Experience
Our team has decades of experience and an abundance of knowledge in all things financial planning and investing.
An independent, personal approach
Our advice is as unique as you are, and everything we recommend is made with you and your goals in mind.
Regular reviews
With a flexible, practical approach, we look to plan for any eventuality and ensure that your strategy doesn’t remain static.
Explore Our Latest News
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Guides
Vela Defensive Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
Vela Adventurous Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
W Wealth – Low Risk Blend – January 2025
In this blend we are utilising an Active investment strategy as this has been deemed to be the most suitable…
Guides
Vela Defensive Fund – January 2025
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Guides
Vela Adventurous Fund – January 2025
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Guides
W Wealth – Low Risk Blend – January 2025
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Speak To An Expert About Your Investment Strategy
Whether you want to preserve your wealth for future generations or build it over time, we have the strategy to help get you there. With a long-term, fully bespoke plan created for you, we help you find the balance of your risk appetite, objectives, and circumstances.
Using a proactive approach and regular reviews along the way, our investment strategies are diversified and balanced to deliver results.