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Wayfarer Commentary: Q3 2024
Macro Quarter three has been encapsulated by slowing global economic data with all of the US, China and Europe participating. Even the UK, which had been experiencing the best momentum…
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LEARN MORE →We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We specialise in providing a tailored and personalised financial plan for our clients, created with your goals in mind.
Our recommendations will always consider what is most suitable for you, whether that be one of our own investment services or a third-party solution.
We offer you an overall cost saving by itemising our management and custody charges separately, which means we are able to offer our custody charge VAT-free.
At your first meeting, we will discuss what your goals are, establish your objectives and your appetite for risk. Following this, we will review what you have, what you need, and the best options for you.
We will talk you through our recommendations, including our costs and charges, explaining how it works for you both now and in the future.
We firmly believe that effective financial planning requires regular monitoring and reviews, so this won’t be the last you hear from us. We will continue to make sure your plan is kept on track and altered as necessary in line with any changes to your needs, as well as market conditions.
In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.
82% of our clients are overall satisfied with the service they are receiving from us.
Macro Quarter three has been encapsulated by slowing global economic data with all of the US, China and Europe participating. Even the UK, which had been experiencing the best momentum…
Read more ›World Market Summary The Federal Reserve commenced its interest rate cutting cycle with a pre-emptive 0.5% move after declaring its war on inflation over, whilst the real wars in Europe…
Read more ›World Market Summary Markets were unsettled at the start of the month leading to the volatility index, the VIX, having its largest ever intraday increase on the day coined “Black…
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