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TRUSTED INDEPENDENT FINANCIAL ADVICE
TRUSTED INDEPENDENT FINANCIAL ADVICE
Wealth Clarity Made Easy
Wealth Clarity Made Easy
Convenient remote meetings, simple digital forms, and flexible evening or weekend times.
Convenient financial advice. Remote meetings, digital forms, evening and weekend availability.
Convenient remote meetings, simple digital forms, and flexible evening or weekend times.
Request retirement call
Request retirement call
Request retirement call
Verified 5-Star Rating
Verified 5-Star
Rating
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Our experts have been quoted by
Our experts have been quoted by
Stop Worrying - Enjoy Life
Stop Worrying - Enjoy Life
Unsure what’s really happening with your pensions and investments?
Unclear charges. Underperforming funds. Biased advice.
At Wealth Guide, we offer clear, regulated advice that’s personal, transparent—and fits around your life.
Remote meetings, flexible times, no paperwork hassle.
No guesswork. No sales pitch. Just clarity and confidence to enjoy life.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Free Introductory Call
Free Introductory Call
No obligation - book a free chat without tying yourself to any product or fee
No obligation - book a free chat without tying yourself to any product or fee
Regulated & Trusted
Regulated & Trusted
Our advice is FCA regulated, highly qualified, with client glowing reviews
Our advice is FCA regulated, highly qualified, with client glowing reviews
Privacy Respected
Privacy Respected
Your data is safe, never shared, and you can
opt-out anytime
Your data is safe, never shared, and you can
opt-out anytime
Avoid Pitfalls
Avoid Pitfalls
Even seasoned investors can miss hidden fees or outdated pension plans
Even seasoned investors can miss hidden fees or outdated pension plans
Second Opinion Service
Second Opinion Service
If you have an existing adviser, we can offer a second opinion to ensure your current strategy is optimal
If you have an existing adviser, we can offer a second opinion to ensure your current strategy is optimal
Flexible & Convenient
Flexible & Convenient
Meet us via phone or video call from the comfort of your home or office
Meet us via phone or video call from the comfort of your home or office
Straightforward Explanations
Straightforward Explanations
We break down everything in plain English, so you’re never overwhelmed
We break down everything in plain English, so you’re never overwhelmed
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Watch how we helped Philippa turn her
savings into reliable retirement income.
Watch how we helped Philippa turn her
savings into reliable retirement income.
Watch how we helped Philippa turn her
savings into reliable retirement income.
FAST & Simple Process to Get TOTAL WEALTH CLARITY
FAST & Simple Process to Get TOTAL WEALTH CLARITY
FAST & Simple Process to Get TOTAL WEALTH CLARITY
In one
clear
review,
you’ll
finally
see
where
you
stand
for
retirement
–
your
pensions,
savings,
investments,
and
the
income
you
can
safely
take.
In one
clear
review,
you’ll
finally
see
where
you
stand
for
retirement
–
your
pensions,
savings,
investments,
and
the
income
you
can
safely
take.
In one
clear
review,
you’ll
finally
see
where
you
stand
for
retirement
–
your
pensions,
savings,
investments,
and
the
income
you
can
safely
take.
Request retirement call
Request retirement call
Request retirement call
Our Mission To Empower You
Our Mission To Empower You
At Wealth Guide, our mission is to help people live better lives by making better financial decisions.
It’s not just about accumulating money; it’s about turning your hard-earned resources into meaningful achievements, security, and freedom.
We want to help with clear, unbiased advice that demystifies pensions, ISAs, and prioritises practical financial planning—empowering you to transform confusion into confidence.
At Wealth Guide, our mission is to help people live better lives by making better financial decisions.
It’s not just about accumulating money; it’s about turning your hard-earned resources into meaningful achievements, security, and freedom.
We want to help with clear, unbiased advice that demystifies pensions, ISAs, and prioritises practical financial planning—empowering you to transform confusion into confidence.
We Help You Feel Confident To
We Help You Feel Confident To
01.
Set Meaningful Financial Goals
Set Meaningful Financial Goals
02.
Make Good Decisions
Make Good Decisions
03.
Prepare for Major Life Events
Prepare for Major Life Events
5-STAR RATED
5-STAR RATED
Clients Reviews
Clients Reviews
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Peter & Monica
“Consistently delivered careful, well-prepared investment guidance, taking time to address all our questions and concerns.”
“Consistently delivered careful, well-prepared investment guidance, taking time to address all our questions and concerns.”
Verified on
Michael & Patricia Dawson
“Having sold our UK property, we wanted somewhere safe to invest, ideally exceeding inflation and offering tax efficiency. They explored various fund combinations until we found one that fit our needs, also advising us on reducing management costs for previous investments.”
“Having sold our UK property, we wanted somewhere safe to invest, ideally exceeding inflation and offering tax efficiency. They explored various fund combinations until we found one that fit our needs, also advising us on reducing management costs for previous investments.”
Verified on
Marie Hayes
“Always responded quickly to my queries, never pressuring me into any decisions and offering clear guidance whenever financial difficulties arise.”
“Always responded quickly to my queries, never pressuring me into any decisions and offering clear guidance whenever financial difficulties arise.”
Verified on
get financial CLARITY FAST
get financial CLARITY FAST
get financial CLARITY FAST
5 Easy Steps
5 Easy Steps
We tailor advice to your specific needs—pensions, investments, retirement planning. Explore how we can simplify your finances:
1
1
Introduction
Introduction
We begin with a friendly conversation to understand your goals and current financial landscape.
We gather insights on your existing products and overall financial situation.
2
2
Financial Health Check
Financial Health Check
Our advisers assess your objectives, risk tolerance, and current financial products like pensions and ISAs.
We identify areas where your strategy can be improved for better growth and security.
3
3
Tailored Plan
Tailored Plan
We design a bespoke financial strategy that aligns with your goals and risk profile.
Your custom plan focuses on maximising returns while ensuring long-term financial security.
4
4
Implementation
Implementation
We set up or adjust your investments, pensions, and ISAs according to your tailored plan.
Our team ensures every element is executed accurately and efficiently.
5
5
Ongoing Support
Ongoing Support
We continuously monitor your progress and review your financial plan to keep you on track.
As your circumstances change, we adapt your strategy to meet your evolving needs.
Limited Availability
Limited Availability
We only have the capacity to onboard a limited number of clients each month. If you’re ready to get clearer, more confident, and better prepared, schedule your free call now—no pressure, no obligations.
We only have the capacity to onboard a limited number of clients each month. If you’re ready to get clearer, more confident, and better prepared, schedule your free call now—no pressure, no obligations.
Request retirement call
Request retirement call
Request retirement call
“ Really clear explanations. I feel a lot more confident.
I'm more aware of what's going on.”
“ Really clear explanations. I feel a lot more confident.
I'm more aware of what's going on.”
Sean McNamara
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Watch how we helped Sean plan his retirement.
Watch how we helped Sean plan his retirement.
Watch how we helped Sean plan his retirement.
Why We Are Highly Trusted
Why We Are Highly Trusted
Why We Are Highly Trusted
Transparent, Fair Fees
Clear costs and no hidden charges — ever.
Transparent, Fair Fees
Clear costs and no hidden charges — ever.
Transparent, Fair Fees
Clear costs and no hidden charges — ever.
FCA Regulated & Independent
Fully regulated advice focused solely on your best interests.
FCA Regulated & Independent
Fully regulated advice focused solely on your best interests.
FCA Regulated & Independent
Fully regulated advice focused solely on your best interests.
Plain English Explanations
We make pensions, investments and retirement options easy to understand.
Plain English Explanations
We make pensions, investments and retirement options easy to understand.
Plain English Explanations
We make pensions, investments and retirement options easy to understand.
Proven 5-Star Service
Clients consistently rate us for clarity, honesty and real retirement results.
Proven 5-Star Service
Clients consistently rate us for clarity, honesty and real retirement results.
Proven 5-Star Service
Clients consistently rate us for clarity, honesty and real retirement results.
Master Your Finances
Master Your Finances
From Confused to Confident
From Confused to Confident
Experience these transformations by working with Wealth Guide
Experience these transformations by working with Wealth Guide
Before
After
“I’ve lost track of old pensions from multiple jobs.”
“All my pensions are in one place, clearly mapped out.”
“I’m unsure if I’m paying too much in fees.”
“We found and cut hidden charges.”
“I don’t know how much I should invest each month.”
“I have a clear, personalised plan that balances daily life with future needs.”
“I feel bombarded by adverts for different funds and accounts.”
“My adviser explains options simply, helping me pick what genuinely works.”
“I’m worried about running out of money in retirement.”
“I have realistic forecasts for my pension drawdown strategy and have peace of mind.”
“I suspect there’s a conflict of interest with my adviser and the products they recommend.”
“I get an unbiased perspective, and I’m never pushed into products.”
“Complex tax rules make my head spin.”
“Now I use allowances properly, so I keep more of what I earn.”
“I want to help my kids financially but not jeopardise my future.”
“My plan shows I can gift responsibly without risking my own security.”
Before
“I’ve lost track of old pensions from multiple jobs.”
“I’m unsure if I’m paying too much in fees.”
“I don’t know how much I should invest each month.”
“I feel bombarded by adverts for different funds and accounts.”
“I’m worried about running out of money in retirement.”
“I suspect there’s a conflict of interest with my adviser and the products they recommend.”
“Complex tax rules make my head spin.”
“I want to help my kids financially but not jeopardize my future.”
“I want to help my kids financially but not jeopardise my future.”
“I want to help my kids financially but not jeopardise my future.”
After
“All my pensions are in one place, clearly mapped out.”
“We found and cut hidden charges, boosting my overall returns.”
“We found and cut hidden charges.”
“We found and cut hidden charges.”
“I have a clear, personalized plan that balances daily life with future needs.”
“I have a clear, personalised plan that balances daily life with future needs.”
“I have a clear, personalised plan that balances daily life with future needs.”
“My adviser explains options simply, helping me pick what genuinely works.”
“I have realistic forecasts for my pension drawdown strategy and have peace of mind.”
“I get an unbiased perspective, and I’m never pushed into products.”
“Now I use allowances properly, so I keep more of what I earn.”
“My plan shows I can gift responsibly without risking my own security.”
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Watch his story
Watch his story
Watch his story
5-STAR RATED
5-STAR RATED
Clients Reviews
Clients Reviews
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Jeff Sears
“They invested significant time understanding my financial circumstances and risk tolerance, ensuring I never overextended myself. They clearly explained all recommendations and the varying risk levels, providing a truly professional service that has left me confident in my investment decisions.”
“They invested significant time understanding my financial circumstances and risk tolerance, ensuring I never overextended myself. They clearly explained all recommendations and the varying risk levels, providing a truly professional service that has left me confident in my investment decisions.”
Verified on
Anonymous
“Eased the burden of organizing my finances, ensuring everything was set up correctly and reducing much of the stress. Their thorough guidance gave me confidence that my financial matters were in safe hands.”
“Eased the burden of organizing my finances, ensuring everything was set up correctly and reducing much of the stress. Their thorough guidance gave me confidence that my financial matters were in safe hands.”
Verified on
Sean McNamara
“Provided friendly, efficient service, simplifying complex information so I felt confident making significant financial decisions. They explained every subsequent process clearly and kept me updated at each step, ensuring I remained well-informed and at ease. I would recommend them to anyone.”
“Provided friendly, efficient service, simplifying complex information so I felt confident making significant financial decisions. They explained every subsequent process clearly and kept me updated at each step, ensuring I remained well-informed and at ease. I would recommend them to anyone.”
Verified on
FAQs
FAQs
Helping You Find Clarity
Helping You Find Clarity
Is the advice truly independent?
Is the advice truly independent?
Is the advice truly independent?
Are there any hidden fees?
Are there any hidden fees?
Are there any hidden fees?
How do you ensure my money is secure?
How do you ensure my money is secure?
How do you ensure my money is secure?
What kind of financial plans do you offer?
What kind of financial plans do you offer?
What kind of financial plans do you offer?
How will my plan adapt if my circumstances change?
How will my plan adapt if my circumstances change?
How will my plan adapt if my circumstances change?
Will I understand the advice provided?
Will I understand the advice provided?
Will I understand the advice provided?
5-STAR RATED
5-STAR RATED
Clients Reviews
Clients Reviews
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
For full transparency, these testimonials come from our previous practice, where our same expert team delivered the high-quality, independent advice now continued at Wealth Guide.
Philippa Paterson
“They took great pains to learn exactly what kind of investments I wanted, and just as importantly, which I wished to avoid. Their thorough investigation and clear explanations gave me peace of mind, with my savings invested most suitably for my situation.”
“They took great pains to learn exactly what kind of investments I wanted, and just as importantly, which I wished to avoid. Their thorough investigation and clear explanations gave me peace of mind, with my savings invested most suitably for my situation.”
Verified on
Ken & Rosemary Piercey
“Guided us step-by-step with a series of video calls toward an investment portfolio solution that matched our goals perfectly. Their service has been excellent.”
“Guided us step-by-step with a series of video calls toward an investment portfolio solution that matched our goals perfectly. Their service has been excellent.”
Verified on
Anonymous
“They are very professional with no pushy sales tactics, and their management charges are significantly lower than my previous provider. I’ve been extremely pleased with the investment performance so far, especially compared to what I experienced with other companies.”
“They are very professional with no pushy sales tactics, and their management charges are significantly lower than my previous provider. I’ve been extremely pleased with the investment performance so far, especially compared to what I experienced with other companies.”
Verified on
Don’t Miss Out. Plan for a Secure Future
Don’t Miss Out. Plan for a Secure Future
Financial peace of mind doesn’t happen by accident—it starts with taking a step. Whether you need pension clarity or a full investment strategy, we’re ready to guide you.
Request retirement call
Request retirement call
Request retirement call
Contact us
0800 047 2892
Send Message
Address
Unit 23
The Courtyard Woodlands
Bristol BS32 4NH
Unit 23
The Courtyard Woodlands
Bristol BS32 4NH
© 2025 Wealth Guide. Wealth Guide is a Trading Style of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Entered on the FCA Register (https://register.fca.org.uk) under reference 535515. Registered as a Limited Company in England & Wales No 05668905. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.
The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK, for general informational purposes only and does not constitute personalised financial advice. Past performance is not necessarily indicative of future results, and all investments carry risk. Client funds are held by authorised institutions and are not managed by us. Testimonials reflect experiences from our previous practice and do not guarantee future outcomes. Always consider your own circumstances and seek independent advice before making any financial decisions.