Our services and expertise

WRFS offers a range of services backed by knowledge, expertise and experience.

Whether our clients are concerned about their eventual retirement, want to save for a forthcoming event, need to protect their family, or simply feel they are paying too much tax, we can help them find ways of making the most of their money for both the present and the future.

Below is a list of the main areas where we can provide expertise and offer assistance.

  • Pension /Retirement Planning
  • Wealth Management
  • Investment & Savings Advice
  • Mortgages & Financing
  • Protection Planning
  • Trust & Tax Planning
  • Wills & Estate Planning
  • General Insurance
  • Corporate Financial Planning

Whatever the service provided, we approach its provision in the same way – honestly, objectively and expertly.