A clear, uncomplicated view of your finances in one place.

We offer all our clients access to our secure online portal, known as WFS My Wealth.

With WFS My Wealth you can view your investment portfolio at any time, from any device. But that’s not the only benefit. You can also safely store and quickly access important information such as your insurance and pension details, manage your income and spending, track your property value, and even receive reminders about your upcoming renewals and payments.

Download the documents on this page for more information about how WFS My Wealth works and how it can help you manage your finances.

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You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford

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A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.

Client

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I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.

Client

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

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Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham

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I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

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Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020

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I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

Get in touch

Use our message facility to contact us directly and one of our friendly team will answer your enquiry.

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