Desire Wealth Management

Client Area

Dedicated to offering truly independent
wealth management solutions

Achieve with invaluable knowledge and experience
to deliver to a broad client base

Growth using processes established through
the very latest technologies

Partnerships working together with our clients,
guiding them every step of the way

About us

Desire is an independent financial advisory firm offering bespoke wealth management solutions for both individual clients and corporate connections.

Established with over 19 years knowledge and experience Desire Wealth Management has been created with client experience at the core of its activities. Using processes established through the very latest technologies, Desire Wealth Management is able to deliver a service that is at the heart of the clients needs on a national scale with a personal service to key client groups.

Founder, Wesley Fox has a strong passion for business strategy for both corporate and client development. Driven by delivering efficient and bespoke service to clients across the country using industry and regulatory knowledge in a variety of ways, and via Continuous Professional Development plans that have been implemented to focus on both structured and unstructured learning throughout the business.

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Core services

Retirement Planning

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Retirement Planning fundamentally means saving for income. With Desire this can be achieved through a number of solutions, one of which could be a UK registered pension.

Through your working life it has become increasingly common to accumulate and gain membership of pension structures that are becoming an essential vehicle for tax efficient savings. Reviewing your existing arrangements and selecting the best platform to save for your future wealth is an essential service offered by Desire.

Investment Planning

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Establishing and maintaining the desired investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide professional advice, comprehensive investment solutions and an ongoing service to help you achieve your goals.

Risk based investment solutions are an essential way in which this can be achieved through selecting investments and providers across the wider market.

Protection

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Being prepared for a sudden change in circumstances and deciding upon the right type and level of insurance to take can be difficult, especially without the right independent advice.

Providing protection cover in all forms of life, critical illness, income protection and disability insurance is at the heart of wealth management.

Mortgages

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Independent advice has become increasingly important to make sure you get the best product to suit your circumstances.

Selecting the right lender for your needs has become more difficult with increasingly complicated borrowing criteria and underwriting procedures. Finding the right product can be achieved by considering both high street and exclusive lender solutions.

Autoenrolment

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Employers are now being asked to create pension solutions for their employees across the country. All employers will need to adhere to the rules by 2018 with increasing complex solutions being presented.

Desire can simplify this process, providing valuable solutions for employee retention whilst attracting the right staff for the job in hand.

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Recent News

Summer Newsletter 2017

Welcome to our Summer newsletter.

As usual, we have sought to address topical issues that are likely to be of interest to most readers.

We are pleased to outline the key features which include Baby-boomers set to pass on a ‘wall of wealth’, Brexit – where are we now, why it pays to keep an eye on your portfolio, more pensioners than ever are working into their 70s, Government U-turn on probate fees, the pension changes – how mistakes are still being made and what’s a university degree worth?

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