Desire Wealth Management

Client Area

Dedicated to offering independent
wealth management solutions

Planning for the future

Knowledge using processes established through the
very latest technologies

Achieve through experience that enables us to
deliver to a broad client base

Aspire to achieve your objectives

Growth using tax efficient investments

Navigating our clients through the universe
of products available

Partnerships working together with our clients

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.

Contact us

Core services

Retirement Planning

Make an enquiry

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

Make an enquiry

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.

Divorce and Separation

Make an enquiry

Divorce often requires a new direction. As members of Resolution we can offer financial advice when considering Mediation, Collaborative Law or a structured Legal process.

We can help you understand the current pension rules and consider the Advantages and Disadvantages of moving forward with any financial options put to you.

If you already have a Pension Sharing Order, we can help implement it to meet your future needs.

Outplacement

Make an enquiry

We partner with Outplacement companies, assisting them in their financial awareness offering. We help individuals understand more about the key elements of personal taxation, investments and pensions, particularly when facing early retirement or redundancy.

Working out what to do next with regards to your finances can have a significant impact on your future stability.

Protection

Make an enquiry

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.

Contact us

Testimonials

Wesley Fox has been my IFA since 2002. He has always come across as polite, professional and with an in depth knowledge of financial markets. Also very astute as to my perceptions of risk and never any pressure to sign up to his recommendations. Fast response to requests and queries.

JM, East Hertfordshire

I have worked with Wesley in two capacities since 2000. Firstly, in my career as director of several career coaching businesses, I commissioned him to provide the executives affected by redundancy with financial advice. This required a confidential and pragmatic approach in sensitive circumstances. Wesley consistently received positive feedback from these clients. Secondly, I have worked with Wesley for my own financial advice, which demonstrates my confidence in his abilities. He is able to translate, often complex, financial information into lay terms, which suits me very well. I highly recommend Desire Wealth Management.

Olwyn Burgess, South-east London

We have been working with Wesley Fox as our IFA since 2006, and couldn’t be any happier about the service that he has provided to us in that time. He has a clear knowledge of financial markets and a great understanding of us and our perceptions of risk, and has been fantastic at providing us with sound recommendations for our financial needs.

Aad and Liz Wielaard, South-west London

I worked in financial services for 37 years and had the opportunity to volunteer for redundancy in 2016. My redundancy package included attendance at Financial Planning workshop run by Wesley, followed by several 1:1 sessions with Wesley to work through the best way for me to utilise redundancy payments, my defined benefit pension, my defined contribution pension together with the myriad of ISAs and savings accounts that I had accumulated. Wesley put together a proposal which was in line with my risk attitude, was very tax effective and simplified ongoing management of my finances. The customer service I have received from Wesley and his team on-going has been exemplary. The transfer of multiple individual investments to one platform was closely monitored and I was kept informed of progress. When there was a error by the investment platform, the team picked it up straight away and undertook some very effective escalation with the investment platform to ensure that the error was corrected and I was not disadvantaged by it. As always, it’s not the fact there was a problem (not of Desire Wealth Management’s making I should emphasise), but how it was managed that is important - I was left confident that Wesley and his team would not close any issue without full investigation and proper resolution.

JS, Manchester

I have been dealing with Wesley Fox for over 8 years. The advice offered to me during this time has always been well thought out and tailored to my needs and requirements at that particular time. Trust and knowledge is a key element in the relationship and I have the utmost confidence in what Wesley has recommended to me during this time. Coupled with this I find the client servicing to be first class, with everything being completed in a timely and professional manner, I would have no hesitation in recommending Desire Wealth Management to friends and colleagues.

Duncan Easley, Essex

Wesley Fox has been my financial adviser for some years following the retirement of my previous much trusted IFA. I find him easy to work with - he listens to my ideas and concerns, is always happy to answer questions and I never feel in any way pressured to act upon his advice. He has a strong backup team and I always feel he is acting in my best interests. If you are serious and realistic about your investments I would have no hesitation in recommending Wesley as an IFA.

JB, Harrogate, N Yorkshire

My first encounter with Wesley Fox was at an investment seminar he was delivering, as I exited a FTSE 100 company after 30 years in a senior management role. I needed professional financial advice around my cash and pension options. Wesley has worked with myself and my wife for 10 years diligently managing our portfolio to deliver our goals . This trusted relationship to deliver also extends to his wider team

JB, Bedfordshire

I am a new customer to Desire Wealth, Wesley & the team have been great & my experience was one of honesty explaining everything in detail the pro’s & con’s described in a very humble and transparent way. Entering into the world of financial advice was a big step for me personally but not once did I feel rushed or pressured. All the team have been there to support and help with no delays. It is never too much trouble for Wesley to meet with you face to face and if preferred this is done at home which was my preference. Desire’s portal is great it is very easy & secure to use I found my way round with ease and the information & data is simple and really user friendly. I would highly recommend both Desire Wealth Management & Wesley Fox.

LW, Essex

I can’t thank Wesley Fox enough. I am currently going through a divorce and Wesley very kindly attended a meeting with my solicitor and I at very short notice. He analysed a pension report and highlighted some very important and crucial information that my solicitor had missed. Without Wesley’s wealth of knowledge regarding pensions, the outcome of my meeting would have been completely different.

SF Hertford

Company News

Welcome to our Summer 2024 newsletter

Once again, we have sought to address topical issues that are likely to be of interest to you

Included in this edition are: Financial wellbeing has many facets - 81% of the UK’s wealthiest individuals are ‘stressed’ about their finances, suggesting financial wellbeing is about more than the totality of your wealth, Your bonus, your pension? - Bonuses are subject to Income Tax and National Insurance Contributions, so you might consider paying some of it into your pension, Don’t score an own goal: check your pension is protected - Football presenter Jeff Stelling has urged people to check they have FSCS pension protection, What you need to know about behavioural investment - Behavioural investment acknowledges how our emotions and our biases can sometimes make decisions for us, Divorces held back by financial considerations - Many married people in the UK have considered splitting up but decided against it due to the financial burden of divorce

Team Members

Louise Fox

Director / Compliance

Email

Gaynor Purton

Business Development Manager

Email

Dionne Wilson-Fairwade Dip (FA)

Senior Paraplanner

Email

Darren Weir Dip (PFS)

Associate Director / Financial Adviser

Email

Wesley Fox Dip (PFS)

Managing Director / Financial Adviser

Email

Donna Boulton

Paraplanning Administrator

Email

Vacancies

Contact us

Contact

Select a service

By clicking Submit you are agreeing to the terms stated on our privacy policy.

*Required