The Wealth Partnership was formed by Craig Aitken and Derek Fish in April 2007 to provide clear and refreshing Independent Financial Advice for our clients. Both Derek and Craig have over 10 years experience as IFA’s having worked together for a number of years previously. Since our inception our expert team has grown and all of our advisers have achieved the level 4 Diploma qualification that all Financial Advisers must achieve by December 2012 to continue offering financial advice. It is our aim to achieve Chartered Status by December 2012, this demonstrates our commitment to providing you with expert financial advice from some of the most technically qualified advisers in the industry.
Over 1000 clients have entrusted their finances to us and our commitment to creating long term relationships plays a vital part in this success. The Wealth Partnership focusses on long term solutions, not the sale of financial products. Our Service and Investment proposition ensures that your pensions, savings and investments are reviewed regularly and you are kept up to date as to their progress. Our sole aim is to provide our clients with bespoke, impartial advice to help them to achieve their goals. Financial Planning is an ongoing process, not a one off event.
Although our team is small in comparison to some large banks and insurance companies, our clients benefit from having a one to one service from their adviser with the back up of our dedicated administrators. The age old adage of Large enough to make a difference, small enough to care rings true. Please feel free to contact us to find out if we can help you achieve your financial goals whether it be to retire wealthier or earlier, achieve a greater return on your savings or even to pay less tax, we are here to help.