Desire Wealth Management

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.

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.

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.

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.