To help our clients to live life by planning well.
Our Journey
Fernleigh Wearden & Company Ltd boasts a rich history, having diligently served the Preston community since 1985. Founded by Paul and Alison Wearden as a family-run financial advice business, we've expanded over the years, welcoming new generations of the Wearden family into our ranks. Today, we stand as a team of three highly qualified independent financial advisors, driven by decades of collective experience and unwavering dedication to our clients' success.
Who We Are
At Fernleigh Wearden & Company Ltd, we believe in a holistic approach to financial planning. We take the time to understand each client's unique aspirations and goals. We work collaboratively with you to identify your financial objectives, assess your current situation, and develop a customized plan that aligns with your vision for the future.
Our Guiding Principles
Our unwavering ethical values underpin our approach to financial planning. We operate as an independent and whole-of-market firm, free from restrictions imposed by any financial institution. This allows us to prioritize your needs, providing unbiased and personalized advice tailored to your individual circumstances.
Our Expertise
Our comprehensive services cover a wide spectrum of financial areas, including:
- Investments & Tax Planning: Optimize your portfolio performance and minimize tax liabilities.
- Retirement & Pensions: Secure your future with personalized plans for retirement savings and pension schemes.
- Company Pensions & Auto-Enrolment: Establish and manage robust company pension plans and facilitate seamless auto-enrolment for your employees.
- Protection: Ensure adequate cover for life, mortgage, and other unforeseen circumstances.
Our Commitment
Our mission is to empower you to "live life by planning well." We are dedicated to providing you with transparent communication, regular reviews, and ongoing support throughout your financial journey. We believe in building strong, lasting relationships with our clients, treating each individual with respect and understanding.
Overall Impression
The reviews for Fernleigh Wearden & Co are overwhelmingly positive, with all five reviewers giving the company 5-star ratings. The feedback highlights the professionalism, trustworthiness, and approachability of the company's advisors, particularly Paul and Mark.
Personalized Service
Reviewers praise the personalized service they received from Fernleigh Wearden & Co. Mark is described as a "trustworthy, diligent professional" who provided "fantastic clear financial advice". Pauline mentions that Mark and Paul went the extra mile to help her, and Mike and Sue express gratitude for the expertise and attention to detail provided by the company.
Financial Planning and Advice
The reviews highlight the company's ability to provide clear, concise, and practical financial advice. Glenda notes that the advice is prompt, timely, and individualized to her needs, while Mike and Sue mention that the company has handled their financial affairs with expertise and attention to detail over the past 30 years.
Integrity and Commitment
Reviewers consistently mention the company's integrity and commitment to their clients' needs and preferences. Mike and Sue praise the company's absolute integrity and commitment, stating that it is refreshing to work with financial advisors who are truly interested in their clients' needs.
Friendly and Approachable
The reviews also highlight the company's friendly and approachable nature. Glenda notes that Fernleigh Wearden & Co is a "friendly, approachable, family business", and Mike and Sue mention that a friendship has developed between the families over the years.
