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.

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.

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.

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

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.