Finanacial Planning - Wilds Chartered Accountants

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Overview

Wilds Financial Planning Ltd provides cutting edge Financial Advice specialising in Corporate Tax Planning and Personal Financial Planning.

We are retained by many businesses as their sole adviser as we consistently demonstrate an efficient, ethical and friendly service, translating the technical jargon of the financial world into plain English.

We specialise in providing tailored financial planning solutions for small to medium sized owner managed businesses and private clients. Our clients come from a variety of backgrounds each with very different requirements. With busy professional and personal lives most do not have the time to devote to their financial planning; others recognise that this is not their greatest strength.

We also work closely with a number of Solicitors' practices. One of the most important aspects of our offer to such practices is a full term business relationship and a personal one-to-one service.

About Us

Wilds Financial Planning Ltd was established in August 2003 by Wilds together with Cameron Chase Ltd as an added value service to the clients of the accountancy practice.

Wilds Financial Planning Ltd is an appointed representative of Cameron Chase Ltd which is authorised and regulated by The Financial Services Authority.

John O'Hare is both a Director of Wilds Financial Planning Ltd and Cameron Chase Ltd and has spent many years giving financial planning advice to existing clients of Wilds.

Suzy Leech, a qualified Financial Planner and Mortgage Adviser joined Wilds Financial Planning Ltd as an associate in August 2003, having spent 12 years in the general insurance profession.

Vanessa Sedgewick is our Financial Planning Administrator whose role is critical in the delivery of excellence to our clients.

Whilst members of the Accountancy practice have a stake in Wilds Financial Planning Ltd, our role is to integrate our tax and business planning expertise to give an holistic client service. The investment business advice is the responsibility of Wilds Financial Planning Ltd.

Our core proposition is trust. This is achieved by investing in an on-going relationship with our clients to provide superior financial advice and support whenever it is needed.

Fee Based Financial Planning

We do not look for our own short-term gains like many firms. We wish to work with motivated individuals who are serious about managing their wealth, who appreciate the value of what we do and who wish to maintain a long-term working relationship.

Our clients benefit because they know they retain the services of a trusted adviser, someone they can call on whenever the need arises. Our clients tell us they want regular contact with no pressure to buy. They can discuss any area of financial planning without the fear of being sold a "policy" to remunerate their consultant.

Whilst we concentrate on all the established areas of financial planning such as Tax Reduction, Financial Independence, Succession and Estate Planning, as well as Investments and Pensions, we are not transaction-based. As fee-based planners we work on a consultancy basis with our clients without bias, whilst understanding the subtle nuances of their private and business lives.

Being fee-based is an essential part of the way in which we work with clients. As professional advisers, we want to be able to review individual circumstances objectively, not for the commission it will generate. We therefore believe the integrity and the transparency of a fee-based approach is central to our long-term and trusting relationship with clients.

Who Can Benefit

There are many fields in which Wilds Financial Planning can offer our expertise:

If you are a Business we can: -

Assist you in purchasing your own business premises or commercial property via a pension scheme.
provide creative tax planning solutions to help you mitigate Corporation Tax, Income Tax and Capital Gains Tax, etc
protect your business from the loss of key people
Provide sufficient funds, in the event of the death or critical illness of a shareholder/partner, to purchase back the shares from the deceased's estate.
business succession - strategic planning for shareholder/partner retirement objectives

If you are a Solicitor we can: -

Assist you with the financial complexities of pension sharing and divorce.
Ensure you are compliant with the requirements of the Trustee Act 2000.

If you are a Private Client we can: -

Offer private wealth management and strategic investment planning.
Simplify your options at Retirement.
Mitigate or reduce the impact of Inheritance Tax.
Ensure your family is adequately protected in the event of Death/Critical Illness/Long term illness/Sickness/Disability.

Our Commitment to you

You will always receive a friendly, courteous and responsive service from us.
We will act with integrity, honesty and openness in everything we do for you and with you.
We respect absolutely the confidentiality of our working relationship.
We expect to develop a longer-term partnership with you, and to help you achieve your stated goals in the time frames you require.
We will meet the deadlines we set. When the circumstances are outside our control, we will let you know well in advance and also state the amount of expected delay.
You are the sole judge of our performance. We believe that your perception of our performance is the reality. If anything we do falls short of your expectations we will automatically refund the amount of fees that you consider to be appropriate, irrespective of our views.

Your Commitment to Us

In exchange for our commitment, we ask our clients to support us so that we can achieve the best results together. We ask you to: -

Give us all the information we need to do the work to the timescale you specified. This is very important if we are to provide the level of service to you that we propose.
Take the time available to work on the items on which you have agreed to work. You agree to listen to any advice we offer, whilst we acknowledge your right to reject that advice.
Pay your accounts with us as agreed.
Give consideration to referring us to at least one other person you believe will benefit from an association with us.

The Way Forward

Comprehensive Financial Planning means that the individual strategy, plans and goals of each client are of primary importance. We work with you to establish the criteria and work in partnership with your existing advisers (such as your Accountant, Solicitor or Tax Adviser) to create a cohesive plan, with you as the directing force.

Through our investment in the latest technology systems and our consultant's technical training we integrate the essential elements of Investment Management and Tax Advice into our Financial Planning Service. If you have an existing Tax Adviser, we will work with them and assimilate your existing arrangements into your financial plan.

If you would like to know more about how Wilds Financial Planning Ltd could help you build your bigger financial picture we would be delighted to meet with you for an informal discussion, with the initial meeting being at our expense. To arrange an initial meeting, please email


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