Wealth Stream
Initial consultation free
Independent
Financial planning to help you do the things you choose and support the people you love.
We can advise you on
Clients
helped
Recently added
helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Sarah Woodfield
Financial Planner
What our clients say
hs
Helen S
Sarah Woodfield has been my advisor for nearly two years, following a previous very bad experience I had with another company. From Day 1 she has been extremely helpful, knowledgeable &...
rj
Rick J
Sarah Woodfield has been my financial advisor for over 2 years now, great advice, always offers great detail on all options, and the pro's and con's they bring. Highly recommended.
la
Leo A
The service I have had dealing with my sometimes difficult requests, have been handled brilliantly, professionally and with great care and attention by my advisor, Sarah Woodfield. I cannot recommend...
Compliance
Investments carry risk. The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.
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