Financial advice to
suit your lifestyle
Bespoke financial advice
to fit your lifestyle
Financial advice is
a lifestyle choice
Tailored
Financial
Advice
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There is no magic formula to advice and there are firms all over the country offering an excellent service, Wardour Partners are no different.
Adviser experience is vital, but the number of years in the ‘business’ is not the only prerequisite and does not in itself convey expertise or success. Understanding the unique needs of each client and being able to empathise with each situation is equally important. We are always looking to improve our knowledge and continually looking to evolve.
The financial planning journey starts by listening to and understanding our clients concerns and objectives. We continue to listen at your review meetings so as your situation changes your financial plan can be adapted to suit.
The key areas of advice are:
It is a sad fact that while most of us are quite happy to insure our house, our car, our travel arrangements, our pets – to their full value, few of us take quite as much care over our own health and that of our loved ones. Wardour Partners can provide advice on setting up the correct type of life assurance, income protection and critical illness cover.
We work with our clients to quantify the pension and investment funds needed to generate desired future income levels. Your retirement objectives will be reviewed regularly in order that any shortfall can be identified and appropriate action taken.
You may take some of your most important decisions with approaching or during retirement, setting your income streams for the rest of your life. It follows that this is a time when expert advice could add significant value to your affairs. We look at all options to generate the income and capital that you will need from your chosen retirement date as this is definitely not a time when “one size fits all”. Here at Wardour Partners we have particular expertise and experience working with those with more complicated personal circumstances or with specific requirements.
Most individuals have an inadequate level of knowledge and understanding of the benefits they hold. Our first job is to assess these and report back. A client can then appraise whether these are in line with expectation and evaluate the options to maximise their benefits in a way that suits them best.
Wardour Partners can offer independent advice and planning with regards to your investments, whether that be setting up regular savings to help save towards a specific goal, investing an inherited lump sum in the most tax efficient way, or simply reviewing and monitoring existing investments and their performance. We also run model and bespoke investment portfolios.
The value of investments can go down as well as up and investors may get back less than the amount invested.
We provide advice on how to structure your affairs to reduce, or even avoid, inheritance tax. We will review all of your investments and asset holdings then recommend a tax-efficient strategy to minimise any inheritance tax liabilities. If necessary we can call on the expertise of our external partners to provide specific Trust advice to run alongside our recommendations.
The Financial Conduct Authority does not regulate taxation and trust advice.
Many companies spend money on benefits without knowing whether they are getting value for money.
Employees are often unsure of exactly what is provided and rarely value the true worth of the benefit.
Our fee structure is transparent and straightforward. Please click here to receive our fee schedule.
We are a professional and personable group and we're here to help you with all aspects of your financial planning.
Natasha joined Wardour Partners in July 2021 after completing a Theology BA and Criminology MA at the University of Nottingham.
Her main role as a Client Services Administrator is to provide support to advisers with preparation and communication for client review meetings. She also helps to update and maintain the company databases, with client information and portfolios.
In her spare time Natasha enjoys music, in particular playing the guitar and piano. In addition, she likes travelling, going to the theatre and socialising with her friends and family.
Graham has extensive experience advising clients on their defined benefit pensions, appraising them of their options so that they can make appropriate decisions for their circumstances.
Graham has specialised in this area of advice for 18 years and is one of leading voices in the UK on defined benefit pensions, regularly contributing to consultation papers issued by the FCA and the Treasury.
When he is not discussing pensions Graham is a keen sportsman, often taking part in the Parkrun on Hampstead Heath on Saturday mornings and is also an MCC playing member.
Graham is a founding partner of Wardour Partners Asset Management LLP and also sits on the WPAM Investment committee.
Aisling is our newest addition at Wardour Partners, joining in July 2022. Having already obtained a Diploma in Maths, Economics and Business, she is now studying towards her Diploma in Regulated Financial Planning.
Her role mainly involves providing assistance and support to our advisers, as well as the daily office administration requirements which includes answering queries and providing additional information at the request of our clients.
During her free time, Aisling enjoys playing Gaelic football with her local team Fr Murphy’s. Outside of sports, Aisling enjoys musicals and socialising with friends.
Andrew recently joined Wardour Partners following a successful period with an Employee benefits firm.
He intends to bring this experience to further enhance our corporate benefits arm as well continuing to advise individual clients on their financial planning, including mortgage advice.
Andrew has worked in financial advice sector for over 25 years.
Outside of work he enjoys playing golf and tennis, hoping to qualify for Wimbledon next year!
John has worked in financial services for 25 years and now focuses his time on advising employers on suitable benefit packages and how best to implement these in order to maximise a company’s ROI (return on investment).
The innovative structure of how we help deliver these benefits to our clients has led to a greater harmony in the relationship between employers and employees.
John provides a high quality service to our corporate clients, not just the initial stage implementation but year after year by taking on the administrative and compliance issues so that our clients can focus on their business.
John lives in West London, enjoys spending time with his family and is a keen rugby fan.
John is a founding partner of Wardour Partners Asset Management LLP.
Steve joined Wardour Partners in the summer of 2012 and focuses exclusively on mortgage advice providing an outstanding personal service to all clients of the company.
Steve has over 10 years’ experience in the mortgage sector with knowledge of both the residential and buy to let market.
Steve is a big music fan and is also a loyal supporter of Crystal Palace football club, following them both home and away, even seeing them once in a friendly in Philadelphia!
Megan joined Wardour Partners in July 2021 as Client Services Administrator. She is currently studying towards her Diploma in Regulated Financial Planning.
Her role is providing support to our advisers, which involves researching appropriate financial planning solutions as well as managing client’s portfolios and regularly monitoring them.
Megan enjoys all sports, especially tennis and netball. She has recently joined a Netball team and has matches every Thursday. She also loves music events and socializing with her friends and family.
Harvey has worked with Wardour Partners for 6 years. As well as having chartered status he also holds the IMC giving him strong understanding of the funds management industry.
Harvey’s main role with Wardour is providing financial advice to the employees of our corporate clients.
Paul has worked in financial services for over 25 years, originally as a holistic adviser before specialising in the mortgage sector. Paul took some time out from the industry for 5 years before returning in July 2015.
Paul supports Steve Townsend on the mortgage desk and also provides a research service for life cover, critical illness and income protection contracts.
In his spare time Paul is a dedicated fund raiser for the Heart of Darts charity and also has an (improving) darts game himself!
Ina joined Wardour Partners in October 2018 having previously worked for Old Mutual Wealth as Pension Administrator and Mindbody Inc. as Business Development Associate. She is a Finance Graduate and is currently studying towards the Diploma in Regulated Financial Planning.
Ina provides technical support to our advisers, which involves researching appropriate financial planning solutions as well as being point of contact for our serviced clients.
During her spare time, Ina enjoys fitness activities, watching movies and socialising with her friends.
Whilst we take a serious approach to our clients’ financial planning and advice requirements we do not take ourselves too seriously, evidenced in our profiles!
Our advisers and staff have a wealth of experience in the art of financial planning, as you would expect. For more fascinating/insightful/ information on each of us
We are based in Moorgate, which is close to the old City and the Guildhall but also close to the new emerging and exciting businesses establishing themselves in Farringdon, Clerkenwell and Old Street.
Contact us for more information or to arrange an appointment.
When considering a Pension transfer I wanted to ensure I received the best advice and sound evidence for recommending a transfer, or robust reasons for not undertaking a switch. Graham Duckett at Wardour partners provided a comprehensive assessment that included Transfer Value Analysis (TVA), risk profiling and a full fact find tailored to my specific circumstances. I would have no hesitation in recommending Graham for what is one of the most important pensions decisions you are ever likely to consider
Wardour has made me feel my retirement plan is now a partnership, tailored to my personal needs and coupled with experience, sound investment advice, meticulous attention to detail and clear explanations. I've recommended them to several colleagues and that says it all.
It is over 15 years since I was introduced to Wardour Partners and during this period Graham Duckett has provided sound investment advice, clearly explaining the many complex changes in pension legislation . Graham has helped me to ascertain my attitude to risk and provided clear and consistent advice, he uses an easy to understand and transparent fee structure. My portfolio has consistently outperformed the industry average and Graham has been available and often gone the "extra mile" to keep me well informed.
Wardour have looked after me for a number of years. Right from the first meeting they really took the time to understand my short term and long term plans. And it's not just about an annual review, they are always on hand to help out whatever and whenever I have any questions. Great customer service
As a company we have worked with Wardour Partners for the past 15 years. As well as providing financial advice to all employees via annual meetings, they provide a full outsourced benefits service. Wardour Partners are very focused on accuracy of data, and finding creative solutions to challenges by leveraging their strong relationships with suppliers, which makes them well placed to act as a true partner to our company. Being an international company we sometimes have unusual or complex requests and I cannot think of a time when Wardour Partners have not been able to find a solution
Over the past 9+ years, Nick's attention to understanding personal requirements at review meetings through to delivery of bespoke plans has been very professional, backed up by a reliable and friendly admin team. In particular, when called on, the management at Wardour went the extra mile in helping to resolve challenges experienced with a pension scheme provider. This was much appreciated at the time and secured loyalty towards Wardour as an excellent advisory firm.
I was introduced to Wardour in 2003 and during the last 13 years I have been truly satisfied with the level of service regarding all aspects of my personal finance, pension planning advice and administration. Of particular value to me during this period have been the following:
Overall I have no hesitation in recommending Wardour who I expect will deliver the same level of personalised service through my retirement.
Address: 122 Salisbury House, 29 Finsbury Circus, London. EC2M 5QQ
Email: info@wardourpartners.co.uk
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Wardour Partners Asset Management LLP. Registered in England and Wales. Registered No:OC383482. Registered Address: 122 Salisbury House, Finsbury Circus, London EC2M 5QQ
Wardour Partners Asset Management LLP is a Limited Liability Partnership Wardour Partners is a trading style of Wardour Partners Asset Management LLP which is authorised and regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 659600 at fca.gov.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows The Financial Ombudsman Service, Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9123 | www.financial-ombudsman.org.uk
