Wayne Smith
Founding Partner
WLS Investment Partnership Ltd formed with the passion to serve clients in a manner that excelled expectation rather than simply meeting needs. For over a decade we have been forging relationships based on mutual trust along with clear communication at every step.
We deliver expert advice on:
Investing for both growth and income
Wealth Management
Pre/Post Retirement Planning
Inheritance Tax Planning
Equity Release/Later Life Specialist
Mortgages
Life Insurance
The journey for all clients in any of these areas must be professional and offer the highest standards whilst being personal and bespoke to each individual. With the support of the ever-growing team of people that support us; WLS Investment Partnership continues to grow organically through client referrals and professional connections. Investment in modern technology offers a safe and convenient way for all clients to access individual portals to oversee their investments and pensions at any time; giving true transparency at every step. WLS Investment Partnership look forward to seeing how we can help you reach your goals.
Wayne Smith (DipPFA, CertPFS, CeMAP, ER)
Director
Areas of expertise
Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is a critical task that you should ensure you undertake.
Preventing your assets from ending up with unintended beneficiaries, protecting your family and children, stopping heirs overpaying taxes and eliminating potential family disagreements on death are clearly very important.
Therefore, careful planning well in advance should be considered to ensure that potential oversights are not made, and I am able to assist you with this.
If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day.
I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Planning ahead for long-term care is important because there is a good chance you will need some long-term care services if you live beyond the age of 65 and the likelihood of needing care increases as you age.
I can help give you the right information to help you understand what service options you have available and to also ensure that you have a range of options available when you need long-term care.
By planning ahead, you may be able to save your assets and income for uses other than long-term care, including preserving the quality of life for your spouse or other loved ones.
Getting a mortgage can be one of the biggest financial decisions you will ever have to make, they can come in many shapes and sizes and can be complicated, so it’s crucial to get this right. Whether you’re a first-time buyer, moving on, downsizing, or even buying a second home.
I will work with a range of carefully selected lenders to get you the mortgage which suits you best and ensure the whole process runs smoothly.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum.
I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.
