WFA Wealth Managers

Freelance , 51-60 , Engineer
Extremely helpful
WFA is extremely helpful when it comes to planning for the future. They are also very knowledgeable, in helping yachties with their funds and or various sources of income. I would encourage anyone to have a chat with them, with respect to savings or future planning. I would highly recommend speaking to their retired yachtie on staff Muriel Biby. They have been very productive for me. After years of dealing with banks and mainstream investment firms, they have been a welcomed change.

Double Haven , 51-60 , Captain
Captain G. Re WFA
I have worked in yachting for over 40 years. To make my income work for me towards a sustainable retirement has been an ongoing minefield. I have been very impressed with WFA. They don't take commissions but a fixed percentage fee only. My account is constantly being reviewed and re-positioned with falls and increases of the markets. I have been very happy with the results and the comforting knowledge that money is being professionally managed and, unlike with property, I can withdraw or sell sums if necessary.