The foundation of our business is a personalised service, where we work closely with our clients to help them understand their goals, aims and objectives. We then develop a solution to help realise them.
We believe that this approach of trust and joint responsibility supported by our back office team ensure our clients have the opportunity to achieve their aspirations.
About Wealth & Prosperity Ltd:
Denton Woodhouse Limited are appointed representatives of Wealth & Prosperity Ltd, directly authorised, whole of market, independent financial advisers.
The business was formed with the intention of offering our clients a complete service to accompany the various solutions we already have available.
Our experienced and qualified advisers specialise in the corporate market, high net worth clients and specific solutions to more complex financial needs. We pride ourselves in our philosophy of honesty, integrity and openness. We believe that only by fostering these values can a meaningful and rewarding relationship be developed and maintained. This is how we define success.
Our foremost goal is to help you achieve your goals, and this seldom revolves solely around money. More likely it’s ensuring you can retire when you want to, that you have the freedom to help fund your children’s education, that you live in a comfortable home and you can spend quality time on your interests and hobbies whenever you feel like it.
It’s making sure that when you’re gone, you leave a legacy for your family to enjoy. It’s about making the very best of your labours along the way and finding the right strategy to turn your dreams into reality.
That is where we come in we don’t offer a quick fix for your finances – your life changes at such a rate as to render that impossible. We offer the opportunity to build a long lasting relationship, based on trust, to help you achieve what is most important to you.
What we can do for you?
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.
Having completed a details review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.
If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place.
As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.
Why choose us?
- If you are looking for an adviser to provide regular feedback on your investments and ensure that the strategy matches the degree of risk and volatility you are prepared to tolerate
- If you are looking for a holistic approach to financial planning and wish to engage with a professional adviser on an ongoing basis to establish and achieve your goals and objectives
- If you require an ongoing review process to map progress and respond to changing circumstances
- If you are looking for your adviser to proactively introduce new ideas and opportunities