Who we are
Wealth Protection | Wealth Creation | Wealth Management
In a world of price comparison websites, it’s easy to underestimate the importance of having a real person to guide you in your financial planning.
Financial planning can be incredibly complex and having someone you trust implicitly to navigate you through the minefield of information and who will go the extra mile to find the right financial solutions for your journey is priceless. With vast experience, we have an ultimate aim. To ensure your financial goals are met, not just as quick wins, but step-by-step through your life stages.
From making the mortgage advice process hassle free and saving you money on potentially hefty inheritance tax to securing investments and insurance to best protect you and your loved ones, we listen – really listen – to your needs and desires to put together a personal plan. No pressure, no empty sales pitch.
Earlswood wealth management is a London based wealth management practice but has clients all over the UK, and provide:
- Tailored advice
- Plain English, personable approach with genuine care
- In-depth knowledge of markets and products
- Expert solutions for each life stage and risk analysis
- Regular progress and review meetings
- Flexible methods of communication
Practice Principal and Financial Adviser, Earlswood Wealth Management
Many people in positions of expertise or authority see themselves as ‘problem solvers’. Not Earlswood Principal Waseem Herwitker. A financial adviser since 2007, Waseem firmly regards himself as a ‘preventer’, his job being to put plans in place before the problems arise, when it’s often too late.
Calling on over a decade of experience working for the likes of NatWest and HSBC, Waseem set up Earlswood – formerly First Alliance Financial Services – in 2012. A Liverpool FC supporter, husband and father, he genuinely cares and is committed to making sure you have financial security when you need it most.
“I love helping my clients achieve their goals. I have had to face some difficult personal circumstances myself and now advise them on some of the solutions I put in place at the time. Ultimately, I know first-hand that solid financial planning can be a lifesaver.”
WHO WE WORK WITH
Waseem is a great communicator and goes far beyond what is expected to help his clients. When there were multiple different companies for my payment protection, he went through it all and explained all the different options.
He spent time helping me find the plan that suited my work needs. He is very responsive to emails and always makes the effort to talk through all the documentation.
I used Waseem to arrange the mortgage on my home.
His experience was very useful in getting the right product for me without wasting any time. His personal attention throughout was much appreciated.
What I have enjoyed most about working with Waseem has been his patience and the feeling of not being pressured into any decisions.
Waseem takes the time to break down what he is advising and why he is advising it. He instills trust with his advice and I honestly feel like I am in safe hands.
I would highly recommend working with Waseem, my expectations were met to a high standard. He is honest, reliable and trustworthy, regularly kept in touch to inform me of how things were progressing and made everything so easy to understand.
Waseem is a knowledgeable and professional financial adviser, he saved my family home and made my mother's retirement happen. I cannot thank him enough and give him 10/10.
I have no hesitation in referring divorce and home-buying clients to Waseem for advice on mortgages and pensions. He is very approachable and talks to them in plain English.
He has the highest professional standards and I feel it reflects well on my reputation when I introduce people to him.
Waseem was very constructive in the advice he gave us before we made our bridging finance application. He also kept us informed with the progress up to and including receipt of funds.
Subsequently, he provided sound advice regarding income protection and life cover.
We will work with him again, should the opportunity arise.