WFI Financial

Investment planning

WFI Financial LLP provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. Some of the areas of investment planning we specialise in include Offshore Bonds, With Profit Bonds, NISAs, Unit Trusts, Investment Trusts and Open Ended Investment Companies (OEICS).

There are many different ways to grow your wealth, from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long-term.

WFI can help you make informed decisions about the investment choices that are right for you, by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

THE VALUE OF INVESTMENTS (INCLUDING PROPERTY) AND THE INCOME DERIVED FROM THEM MAY GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE AMOUNT ORIGINALLY INVESTED.

Financial News

Sheffield Office

WFI House,
2 Queens Road,
Sheffield, South Yorkshire S2 4DG

T: 0114 2758882
F: 0114 2758001
E: info@wfillp.co.uk

Derby Office

WFI House,
5 Brunel Business Park,
Brunel Parkway,
Pride Park DE24 8HR

T: 01332 296 222
F: 01332 296 333
E: derby@wfillp.co.uk

Lincoln Office

Greetwell Place, Limekiln Way,
Greetwell Road,
Lincoln LN2 4US

T: 01522 548 070
F: 01522 548 071
E: lincoln@wfillp.co.uk

Grimsby Office

27 Louth Road,
Scartho, Grimsby,
North East Lincolnshire
DN33 2ER

T: 01472 278 800
F: 01472 276 422
E: grimsby@wfillp.co.uk

London Office

11 Bruton Street,
London
W1J 6PY

T: 0203 763 5837
E: london@wfillp.co.uk