Wealth Foundations Information

Wealth Foundations is an independently owned personal financial advisory and wealth management firm. We believe that wealth management is not only about managing people's money but helping them to clarify and achieve what is most important to them in life. Wealth Foundations guiding principles include: It must reliably deliver a wealth management service that its clients truly value and will make a positive difference in their lives; That service has to be based on the best available research in the fields relevant to the service and stand up to the most rigorous scrutiny; The firm will not have any conflicts of interest arising from directorships with and/or ownership interests in product suppliers; or product suppliers having directorships and/or ownership interests in Wealth Foundations; The firm will remain in business as an independent entity for as long as its clients deem it is delivering a mutually valuable service. It is a strong intention to never sell ownership interests to third parties for the purpose of enriching the principals and to the likely detriment of existing clients and staff; and The firm will perpetuate itself and attract quality staff that share its aims and values by offering ownership interests to outstanding employees and creating a rich learning and caring environment for all employees.