Wellington Financial Management
advises individuals on their investments, income, capital,
credit
facilities and tax status. Wellington's senior advisers have
looked
after most of the firm’s clients for many years.
Wellington Financial Management
is an accredited Independent Financial Adviser. This means we are not
employed by, attached
to or influenced by any financial institution.
Wellington's first priority is you – our client – and
nobody else. We are free to evaluate
objectively all the opportunities available to you in the increasingly
complex
financial services market.
The
majority of our clients are introduced by existing clients. We research
each
individual’s requirements in detail before recommending the most
appropriate
options, at the level of risk most suitable for their circumstances,
always
with tax status in mind.