- To take each client on their individual journey, not offer a one-size fits all solution
- To provide good financial advice for today’s circumstances with a degree of foresight
- To personally guide clients on their financial journey and, where appropriate, work with relevant specialists and technical experts
As a founding partner and appointed representative of Beaufort Financial Planning we adopt a 6 stage process from establishing the initial relationship to ongoing client servicing to keep you on track.
Having seen the advantages of using a good financial adviser, Waymark now also advises most of the Bennett family.