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| Mrs Lynda Donaldson CertPFS
lyndad@wfiltd.co.uk
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Estate Planning
Individual Protection
Lump Sum Investments
Tax Planning for Business
Key Person Protection
Shareholder Protection
Tax Planning for Individuals
Investments for Trust
Pension choices at Retirement
Pensions (inc Stakeholder)
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Mr Martin Lomax CertPFS
martinl@wfiltd.co.uk
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Commercial Mortgages
Educational Fees Planning
Tax Planning for businesses
Estate Planning
Employee Benefits
Group Pensions
Group Protection
Health / Long term care
Group Stakeholder
Individual Protection
Key Person Protection
Investments for Trusts
Shareholder Protection
Tax planning for Individuals
Lump Sum Investments
Portfolio Management
Unit Trust/Investment Trusts
Offshore Investments
Pensions (inc Stakeholder)
Residential Mortgages
Severe Hearing Difficulties
Restricted Sight
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Mr Rob Mitchell FPFS Chartered Financial Planner / Investment Director
robm@wfiltd.co.uk
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Regular Savings
Portfolio Management
Pension choices at Retirement
Offshore Investments
Lump Sum Investments
Tax planning for Individuals
Investments for Trusts
Key Person Protection
Estate Planning
Tax Planning for businesses
Shareholder Protection
Pension Transfers
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Mr Mark Oliver DipPFS
marko@wfiltd.co.uk
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Pension Transfers
Pension choices at Retirement
Offshore Investments
Lump Sum Investments
Tax planning for Individuals
Shareholder Protection
Key Person Protection
Health / Long term care
Estate Planning
Tax Planning for businesses
Commercial Mortgages
Portfolio Management Investments for Trust Individual Protection Restricted Sight Severe Hearing Difficulties Employee Benefits Group Pensions Group Protection Group Stakeholder
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Mrs Claire Winchurch CertPFS
clairew@wfiltd.co.uk
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Commerical Mortgages
Residential Mortgages
Individual Protection
Group Pensions
Group Protection
Group Stakeholder
Lump Sum Investments
Pensions (Inc Stakeholder)
Pension choices at Retirement
Pension Transfers
Unit Trusts/Investment Trust |
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Mr Lee Thompson CertPFS
leet@wfiltd.co.uk
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Tax Planning for businesses
Estate Planning
Key Person Protection
Shareholder Protection
Tax Planning for Individuals
Lump Sum Investments
Offshore Investments
Pension Choices at Retirement
Pension Transfers
Portfolio Management
Unit Trusts/Investment Trusts
Employee Benefits
Group Pensions
Group Protection
Group Stakeholder
Regular Savings
Individual Protection
Pensions (inc Stakeholder) |
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Miss Jennifer Storey DipPFS
jennifers@wfiltd.co.uk
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Shareholder Protection
Key Person Protection
Pensions (excl Stakeholder)
Pension choices at Retirement
Estate Planning
Lump Sum Investments
Portfolio Management
Tax planning for Individuals
Offshore Investments
Unit Trusts / Investment Trusts
Tax Planning for Businesses
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Matt Daughtrey Cert PFS
Independent Financial Adviser
mattd@wfiltd.co.uk
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Tax planning for businesses
Key person protection
Shareholder protection
Estate planning
Individual protection
Tax planning for individuals
Lump sum investments
Offshore investments
Pension choices at retirement
Pension Transfers
Portfolio Management
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Mr Mark Jones Cert PFS
Independent Financial Adviser
markj@wfiltd.co.uk
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Tax Planning for Businesses
Group Pensions
Group Stakeholder
Estate Planning
Ethical Investments
Individual Protection
Investments for Trusts
Offshore Investments
Tax Planning for Individuals
Lump Sum Investments
Pensions (incl Stakeholder)
Regular Savings |
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| Derby Office |
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Mr Colin Roberts CertPFS
colinr@wfiltd.co.uk
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Shareholder Protection
Key Person Protection
Group Stakeholder
Group Protection
Group Pensions
Educational Fees Planning
Individual Protection
Pension choices at Retirement
Offshore Investments
Lump Sum Investments
Investments for Trusts
Individual Protection
Residential Mortgages
Unit / Investment Trusts
Pensions (inc Stakeholder) |
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Mr Ray Shepherd APFS Chartered Financial Planner
rays@wfiltd.co.uk
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Shareholder Protection
Key Person Protection
Group Stakeholder
Group Protection
Group Pensions
Educational Fees Planning
Individual Protection
Pension choices at Retirement
Offshore Investments
Lump Sum Investments
Investments for Trusts
Individual Protection
Residential Mortgages
Unit / Investment Trusts
Estate Planning
Portfolio Management
Pension Transfers
Employee Benefits
Tax Planning for Individuals
Tax Planning for Businesses |
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Mr Mark Tennant Cert PFS
Independent Financial Adviser
markt@wfiltd.co.uk
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Tax Planning for Businesses
Key Person Protection
Shareholder Protection
Educational Fees Planning
Estate Planning
Health / Long term care
Tax Planning for Individuals
Lump Sum Investments
Offshore Investments
Pension choices at Retirement
Portfolio Management |
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Mr Kevin Holleron Cert PFS
Independent Financial Adviser
kevinh@wfiltd.co.uk
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Commercial Mortgages
Residential Mortgages
Tax Planning for Businesses
Employee Benefits
Group Pensions
Group Protection
Group Stakeholder
Key Person Protection
Shareholder Protection
Individual Protection
Educational Fees Planning
Estate Planning
Health / Long term care
Tax Planning for Individuals
Lump Sum Investments
Unit Trusts / Investment Trusts
Pension choices at Retirement
Pensions (incl Stakeholder)
Regular Savings |
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| Lincoln Office |
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Mr Jez Christopher CertPFS
jezc@wfiltd.co.uk
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Shareholder Protection
Key Person Protection
Group Stakeholder
Group Protection
Group Pensions
Employee Benefits
Commercial Mortgages
Unit Trusts / Investment Trusts
Pension Transfers
Pensions (incl Stakeholder)
Pension choices at Retirement
Lump Sum Investments
Tax planning for Individuals
Individual Protection
Estate Planning
Tax Planning for Businesses
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Mr Keith Davidson CertPFS
keithd@wfiltd.co.uk
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Group Protection
Group Pensions
Employee Benefits
Shareholder Protection
Key Person Protection
Group Stakeholder
Residential Mortgages
Pensions (incl Stakeholder)
Lump Sum Investments
Individual Protection
Health / Long term care
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Website last changed: 16/08/2010
