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Wellserve Financial Limited

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Wellserve Financial Limited

Overview:

Back in the 1990's, the law firm of Wellers (which was founded in 1881 on strong Christian ethics), found that their clients were being let down by the Financial Service Industry. They knew that their clients needed sound financial advice, but they also recognised the absolute importance of an on-going service. Wellers did not want to see their clients sold a policy.

In 1999, the partners of Wellers established the financial services firm of Wellserve. The aim then, as is now, was to provide a financial service based on strong Christian ethics and to provide an on-going relationship for all those that used their services.

At that stage Wellserve relied on another advisory firm called Chandler King to provide the services that they required. This enabled Wellserve to establish itself in the way that it felt right, but at the same time being part of something larger. James Swanson was seconded to work for Wellserve and this was the start of what is now Wellserve. Wellserve is now a trading style of Trinity House Financial Planning Limited and no-longer an appointed representative of Global Financial Ltd.

It was not long before James Swanson was engaged on a full-time basis and became the full-time adviser for Wellserve. This was due to the fact that Wellserve was expanding under the strong ethos of providing an on-going service.

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