Wardour Partners

At Wardour Partners, we understand that everyone's financial journey is unique, and we believe that bespoke financial advice is the key to achieving your financial goals. We pride ourselves on providing a personal and tailored approach to financial planning, taking the time to understand your individual needs and aspirations. Our team of experienced professionals has a deep understanding of the complexities of financial markets and has a proven track record of delivering results.

Our Services

At Wardour Partners, we offer a comprehensive range of financial planning services designed to help you achieve your financial goals. Our services include:

Life Assurance and Insurance

We provide expert advice on setting up the correct type of life assurance, income protection, and critical illness cover to protect you and your loved ones.

Retirement Planning

We work closely with our clients to quantify the pension and investment funds needed to generate the desired future income levels. We review your retirement objectives regularly to identify any shortfalls and take appropriate action.

Options in Retirement

As you approach or enter retirement, we help you make informed decisions about generating income and capital to ensure a comfortable retirement.

Occupational Scheme Advice

We have extensive experience in working with individuals who have occupational pension schemes. We assess the benefits held and provide expert guidance on how to maximise these.

Mortgages

Our specialist mortgage advisor, Steve Townsend, provides expert advice on all aspects of mortgages, from initial application to post-completion review.

Pension Transfer

We provide expert guidance on pension transfers, taking into account your individual circumstances and ensuring that you make an informed decision.

At Wardour Partners, we believe that our expertise and knowledge are the keys to delivering exceptional results for our clients. We take the time to understand your unique needs and goals, and we continually strive to stay ahead of the curve, ensuring that our clients receive the best possible advice and guidance.

Our experienced team, led by Graham Duckett, Nick Earl, and John Potts, has a proven track record of delivering results and has a deep understanding of the complexities of financial markets. We are committed to providing a personal and tailored approach to financial planning, tailoring our services to meet the unique needs of each client.

At Wardour Partners, we believe that our clients are not just numbers; they are individuals with unique goals, aspirations, and financial needs. We take the time to understand these needs and provide bespoke financial advice that is tailored to their individual circumstances.