It’s a people business so we work closely together over the longer term and in partnership to deliver a high level of service.

You and Weldons working together.

Working longer term with our clients gives us the greatest satisfaction.  We want to build YOUR lifestyle strategy around YOUR lifestyle ambitions, and work with you to review them in the light of changes that are bound to come along from time to time.  Being able to remain on track as you cope with everything that comes along is what we do to ensure YOU stay on course as far as possible to keep the ‘why’ in sight.  So, to be honest, if you’re looking for an adviser business to simply sort out a ‘one off’ financial transaction for you, then we’re probably not the firm you’re looking for.  Weldons is all about building a long-term relationship TOGETHER.