About Us
Planning Futures
A Proven Approach
A Proven Approach
For over 15 years, we have helped create bespoke financial plans and provided holistic advice to meet the long-term financial goals for our clients.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we discuss your goals and compare them to your current financial strategy. Then we recommend a suitable plan designed to meet your risk tolerance and longer term aspirations.
Why Us?
A Proven Approach
Why Us?
We’re known for our personal, objective approach and you should expect nothing less from a trusted adviser. We have a deep and thorough knowledge of all aspects of financial advice and treat each client ethically and with an open mind.
Julian Haycock DipPFS
"Our approach is all about making a bespoke solution for you. After all, financial advice is all about you, the life you lead now and want to lead in the future. Using this we will use our expertise to build solutions to give you the financial security you are looking for".
What we do
Whatever your financial goals are, we can help you achieve them. We work with clients on an individual basis, creating plans that work both in the short term and for life.
We genuinely care about all of our clients – giving them financial peace of mind.
We are committed to acting with integrity, being fair, and always in the best interest of our clients.
Feldon Wealth Management Ltd
is an Independent Financial Adviser firm - having access to the whole of the market, providing unbiased financial advice for our clients.
Contact Us
It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Feldon Wealth Management Ltd
Grasmere, Northwick Road, Worcester, WR3 7RF
Office Hours
Monday - Friday: 9am - 5pm
Feldon Wealth Management Ltd is registered in England & Wales no. 13225884. Registered Office: Grasmere, Northwick Road, Worcester, WR3 7RF. Feldon Wealth Management Ltd is an Appointed Representative of Opus Independent Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate some aspects of buy to let mortgages and inheritance tax planning.
Past Performance is not a guide to future performance. The value of investments can go down as well as up, and you may get back less than you invested.
The levels, bases, and reliefs from taxation are subject to the individual circumstances of the investor, are not guaranteed, and tax legislation may change in the future.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details:
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