Wells Investment Soutions complements the financial planning process
Wells Capital Investment Solutions was born out of an IFA practice. The team have provided independent fund research to the IFA community for over a decade. This was extended to offer discretionary fund management services in 2007. Due to the success of the investment solutions offering, in February 2008 it became directly authorised by the FSA.
The management team all have IFA experience, therefore they have a profound understanding of the issues facing Professional Advisers in terms of delivering the desired outcome for their clients. We recognise and value the importance of the Adviser’s underlying relationship with their clients, and we will never intrude upon this.