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How does the advice process work?

Our advice process is designed to be simple and personal:

  1. Initial consultation – A free, no-obligation meeting to understand your goals.
  2. Research & analysis – A review of your finances to explore your options.
  3. Personalised recommendations – A clear plan explained in plain English.
  4. Implementation – Putting your agreed plan into action.
  5. Ongoing support – Regular reviews to keep your plan on track.

This approach gives you clarity, confidence, and peace of mind about your financial future.

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7 Manchester Road, Warrington, England, WA1 3AB

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Efinity Wealth Ltd is registered in England and Wales. Company number 15477028. Registered address 7 Manchester Road, Warrington, England, WA1 3AB
Efinity Wealth Ltd is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority. Efinity Wealth Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 1019478. Approver Quilter Financial Services Limited 14/01/2025. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

The Financial Conduct Authority does not regulate Trusts, Estate Planning and Tax Planning including Inheritance Tax Planning.

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