At Wichert Associates Wealth Management LLP, financial advice is provided through a personal service, tailored to meet the unique and changing requirements of each client. We offer the benefit of a single relationship to meet all your financial needs. 

Specialist Advice Tailored to you 

Our highly personalised, face to face advice is designed to suit your individual long-term requirements and make it easier and simpler for you to manage your wealth. Our experience is that every client has their own personal concerns, responsibilities and ambitions, and that the solutions that work for one, would not work for another. This has enabled us to build exceptionally strong, trusted and lasting client relationships. 

Working Together 

Being able to call upon the services of an adviser who understands your personal circumstances and who focuses on building and maintaining a long-term relationship, enables you to benefit from a source of trusted advice as your financial needs evolve over the years.

If your circumstances require additional expertise, we will consult with a specialist colleague and, if beneficial, introduce them into the planning process ensuring you receive the highest standards of service and expertise. We often work alongside other professional advisers too. 

Your comprehensive range of Financial Solutions 

We advise on a full spectrum of wealth management, helping individuals of widely differing financial resources or life stages. This includes access to the exclusive products and services of St. James's Place and selection of companies deemed, after extensive research, to be appropriate quality and value. 

Take a look at the comprehensive range of solutions below.

Your home may be repossessed if you do not keep up repayments on your mortgage. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.