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Make wise choices for your tomorrow.
Good financial planning is a series of clear, well thought through decisions to best achieve your objectives, executed with consistency and discipline. It is not a one-off event, rather an ongoing process that evolves as your personal and financial circumstances change.
Your Lifetime Wealth Partner.
At Wade Wealth Partners we are passionate advocates as to the value of proper financial advice and planning, and the importance of building long-term trusted relationships with our clients. We work with people who value expert advice, great service, and who are serious about managing and safeguarding their finances properly.
Confidence and peace of mind
Reassurance that your finances are well managed and you are on track to meet your goals.
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Invest wisely & easily
We give you the best chance of a positive investment experience and encourage good investor behaviour.
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A clear plan for your future
We help you to put everything in perspective and understand how your financial future could look.
Proactive Planning.
Not reactive responses.
We help you figure out how you can spend more time doing the things you enjoy with the people you love. We work with you to develop robust plans to achieve dreams, create security, manage risk, and where appropriate minimise both tax and cost.
Our Services
At Wade Wealth Partners, we offer full, complete financial planning that looks at all areas of your life, not just your money or your investments.
Retirement Planning
Planning for your retirement is possibly the most important financial decision you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it.
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Investment Planning
We 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.
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Protection Planning
Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.
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Estate Planning
Effective estate planning is about getting the right balance between maintaining access to your money when you need it, protecting it and saving tax.
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Mortgages
We are committed to finding you the right mortgage that suits your individual requirements and circumstances.
Our Team
Our team are highly dedicated and passionate about great service - you will get quick, meaningful responses to all your questions (refreshing in a world where service seems to have been largely forgotten).
The owners of our business advise clients, so our proposition is designed by those who truly understand our clients’ needs.
Our senior planners have over 20 years of industry experience and are highly committed to our profession so clients can expect a long-term relationship with their adviser as well as our firm.
We're top-rated.
All our planners feature regularly in VouchedFor’s top rated adviser guide and have again in 2024. The guide, which is distributed in The Times, identifies the UK’s best financial planners based on actual client feedback.
Our Fees
In short, they are incredibly competitive.
Our ongoing servicing fee is tiered, based upon the value of the assets we manage on your behalf (aggregated with your linked family members). As the value of the assets increases your ongoing servicing fee will decrease in percentage terms, reflecting certain economies of scale which we want to pass onto you.
As an example, for assets under our advice of £750,000 our ongoing servicing fee would be a saving of £2,025/year when compared to our peer group*
*Data Source: Dimensional’s Global Adviser Survey 2023 was completed by 178 comparable firms looking at ongoing advice fees.
We're able to do this because...
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We don’t have sales teams or run big advertising campaigns – our existing clients are our marketing team
We have a tight-knit, dedicated team of hard workers. We don’t have management watching others work
We communicate well, which avoids costly delays or misunderstandings
We use technology to streamline our processes and provide a modern client experience
What our clients say...
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