Waters Day Wealth Management

At Waters Day Wealth Management Ltd, we pride ourselves on building long-term relationships with our clients, providing a personal service based on integrity and technical excellence with the aim of giving our clients peace of mind through advice they can trust. Our team of experienced financial advisers specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

Our Services

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our expertise includes retirement planning, investment planning, and asset preservation, as well as corporate planning for business owners. We help our clients identify their financial priorities and develop a strategy to achieve their goals within a desired timescale. We do not provide 'off the shelf' solutions, instead, we put our clients at the heart of everything we do.

Our Approach

We believe in offering our clients an exceptional service and consequently, many of our new clients have come from personal recommendations. We understand the importance of protecting the people and things that are most important to you, and we specialise in providing expert advice on a wide range of financial planning needs. Our team takes the time to get to know you and your financial goals, and we work with you to develop a tailored strategy to help you achieve them.

Our Partnership with St. James's Place

We are part of St. James's Place's network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place. This partnership allows us to focus our time on providing one-to-one financial advice, while St. James's Place handles the management of products and services.

Why Choose Us

By working with us, you have our undivided attention. We don't have to worry about managing products, reviewing fund managers, or updating forms. St. James's Place handles all of that, allowing us to dedicate our time to creating a financial plan that's right for you and your family. Our partnership with St. James's Place also gives you access to a range of experts and a carefully selected range of external managers to manage their funds.