Waverley Wealth Management is a firm of independent, chartered financial planners based in Guildford, UK. Established in 2009, the company provides bespoke financial advice and wealth management services to private clients, business owners, and trustees. Their mission is to build long-term client relationships through personalized financial plans covering areas such as investments, retirement planning, inheritance tax, and protection. The firm is authorised and regulated by the Financial Conduct Authority (FRN: 515598).

Founded in

United States