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.

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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.

Outplacement

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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.

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 required to create pension solutions for their employees. All employers need to adhere to the rules 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.

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.

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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

Recent News

Autumn Budget October 2018

Philip Hammond, the Chancellor of the Exchequer, delivered his last Autumn budget to the commons before Brexit. With his biggest give away since the Tories came to power, we are pleased to outline the key features in our Budget review.

Team Members

Louise Fox

Director / Compliance

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Gaynor Purton

Business Development Manager

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Dionne Wilson-Fairwade Dip (FA)

Senior Paraplanner

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Emma Coulson

Financial Administrator

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Wesley Fox Dip (PFS)

Managing Director / IFA

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Vacancies

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