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 planning your ideal lifestyle once you decide to retire 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

Waseem Herwitker

Practice Principal and Financial Adviser, Earlswood Wealth Management

Many people in positions of expertise or authority see themselves as ‘problem solvers’. Not Earlswood Wealth Management 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 Wealth Management – 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

Individuals and families

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Medical professionals

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Corporate clients

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TESTIMONIALS