Independent Financial Advice
13 Tithebarn Street
Poulton-le-Fylde
FY6 7BX
Info@waterfordinvestments.co.uk
(01253) 894243
Authorised & Regulated by the Financial Conduct Authority. FCA Registration No 138276. Privacy Statement. Waterford Investments is a GDPR compliant organisation.
Waterford Investments was formed in February 1988 last and, true to its independent roots, has remained directly authorised by the appropriate regulatory authorities from inception to date.
The firm provides a bespoke, highly personalised service to High Net Worth individuals and companies, who are introduced to the firm by either personal recommendation from existing clients, or alternatively by other local professional sources.
The two current advisers within the firm, Gary Roberts and Ellie Lea, have both been present at Waterford Investments from outset, and therefore have been able to foster strong ongoing relationships with existing clients and other local professionals.
Waterford Investments regularly utilise independent third party companies for compliance and research services, thereby enabling the maximum amount of time to be spent on client facing business.
Due to the highly personalised nature of Waterford Investments’ services, the firm is delighted to conduct the initial client interview free of charge to familiarise ourselves with the client’s aims and objectives.
