Let us introduce ourselves ...
Wadham Financial Solutions is a husband and wife team, Rod and Diana Wadham, offering financial advice based in Harrogate.
Wadham Financial Solutions is run by husband and wife team, Rod and Diana Wadham. Rod has worked in financial services since 1971, originally as a Building Society Manager with Abbey National, moving on after 16 years to become a Financial Adviser with Legal & General.
In 2005, wanting to give wider and more comprehensive advice he became a financial adviser with the Sesame Bankhall Group (part of Friends Life plc). In the summer of 2015 Rod joined Intrinsic, the largest financial adviser network in the UK, and part of the Old Mutual Group a FTSE Top 40 company.
Rod is also a fully accredited member of the Society of Later Life Advisers.
His wife and business partner, Diana works behind the scenes as the business Administrator.
The overriding aim of Wadham Financial Solutions is to help its customers make the most of their money, by giving the best financial advice to suit their circumstances.
Help with paying care costs does not have to take the whole estate. We can guide you through all the options, explaining the arguments both for and against each care fee planning choice "Our job is to keep ‘self funders’ safe. This means not only helping to ensure Mum or Dad have their care costs covered, but also by trying to help the remaining estate to regenerate."
Outside work we both enjoy the company of our family of four children, country walks and regularly go dancing (ballroom, latin and jive). We are not very good dancers, but we have a lot of fun! - See more at: http://societyoflaterlifeadvisers.co.uk/adviser/?member=rodney-wadham&id=7735#sthash.aRxD8aAW.dpuf
The aim of Wadham Financial Solutions is to help its customers in the Harrogate area make the most of their money, by giving the best possible financial advice to suit their circumstances, be it about Protection, Investments, Savings, Retirement Planning, Home Insurance or Mortgages.
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.
- We ask the questions, look into your future, give straight-talking advice and find the right financial solution by: identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
We will look after your personal interests. With access to the financial market, we can search thousands of options to give you advice about the most suitable products and services for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you've not. Why not talk it through with us today?
Recent testimonials from customer surveys include the following:
"From first contacting Rodney Wadham, we have received a first class professional service. Rodney explained everything in clear detail and this was enhanced by his patience and his friendliness. I have no hesitation in reccomending Rodney to anyone whio is looking for professional financial advice." Reginald David Manning
"As always very thorough and very helpful." Mrs Matian Jane Knowles
"A completley professional service which met our needs entirley. Excellent!!" John and Ann Gdaniec
"Excellent service, well explained and everything sorted out very quickly." Heather Jayne Bellerby
For mortgages we can be paid by a fee of 1% of the loan for our mortgage advice service for a standard mortgage, subject to a minimum of £960. For example, if we arrange a mortgage of £100,000 the fee will be £1,000, and we will refund to you any commission we receive from the mortgage lender.
Your home may be repossessed if you do not keep up repayments on your mortgage
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.