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.