Financial Advisers (Independent) in Bakewell
The Hillside
The Orchard
Stanedge Rd
Bakewell
Derbyshire
DE45 1DG
rick wyse: 0162981... 01629814485
Monday to Sunday: 9am - 9pm
Wide-ranging expertise with a personal focus
Established since March 2010 by Rick Wyse DipPFS Certs CII (MP & ER) Sapphire Wealth Consultancy provides financial advice locally and across the UK. Our client portfolio is diverse, ranging from private individuals to nationwide companies.
What is the value of advice?
With interest rates at an all-time low, global stock markets continuing to be volatile and rules and regulations around personal finance products becoming even more complex, independent financial advice has never been more important.
Research conducted by unbiased.co.uk shows the current average pension pot for consumers who have been advised on their retirement planning is £74,554.30, nearly double that are those not seeking advice.
On investments, people with an adviser save for longer and contribute more, leading to an average investment value which is over £40,000 higher than the average for those who haven't sought advice.
Their findings suggest that taking independent financial advice has a vital part to play in the health of consumer finances and it can have a tangible positive effect on consumer's financial security.
Independent Financial Advice doesn't just prove its worth in hard numbers. It also plays an important role in helping consumers understand their personal financial situation and how it fits into the wider financial environment of the national and global economy.
2010
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I recently lost my husband who had dealt with all out finances and I was completely lost as what to do with everything. After contacting Sapphire Wealth Consultancy it was like having a great weigh lifted from my head. Rick sorted everything out and I am now in a very good financial position and I am confident that rick will be looking after my finances for many years to come.
Mrs B Lillington, Bakewell.
Rick has been my financial adviser for the last 2 years, during this time I have been very impressed by his thoroughness and professionalism.
Mrs Brenda Rice, Longstone.
Testimonials are added by the business owner and are not independently verified.