Contact Patrick Wayne Wealth

Start with the financial question that brought you here.

You do not need to know which product or type of advice you need before getting in touch. Tell us what you are trying to achieve, what has changed or what you would like to understand.

Send an enquiry Call 01634 481 156
Initial conversation A straightforward place to start.

The first conversation is about understanding what has prompted you to seek advice and whether Patrick Wayne Wealth is able to help.

Choose what works for you

Three simple ways to get started.

01 / CALL

Speak to us

If you would rather talk through the reason for getting in touch, call us directly.

01634 481 156 →
02 / EMAIL

Send an email

Useful if you already know the question you want to ask or would like to provide some background first.

hello@patrickwaynewealth.com →
03 / ENQUIRY

Tell us what you need help with

Use the structured enquiry form below and give us enough information to understand what you would like to discuss.

Go to the enquiry form →

What can we help with?

You can start with the subject — or simply say you are not sure.

The purpose of the first contact is to understand the issue, not to make you diagnose the financial solution yourself.

Financial PlanningBringing several financial decisions together.
Pensions & RetirementBuilding pensions, retiring or taking pension benefits.
Investments & ISAsInvesting, reviewing existing holdings or using allowances.
MortgagesBuying, moving, remortgaging or more complex borrowing.
Personal ProtectionLife insurance, critical illness and income protection.
Business ProtectionKey people, ownership, borrowing and employee benefits.
Inheritance Tax PlanningEstate planning, gifts and longer-term family objectives.
Equity ReleaseLater-life lending and the alternatives available.

What happens next?

A clear first step, without committing you to advice.

1

We understand the reason for your enquiry

We establish what you are trying to do and whether the subject is within the areas in which we can help.

2

We explain the appropriate next step

If further advice may be appropriate, we explain what information is required and the scope of the work.

3

You decide whether to proceed

Where advice would involve a charge, the relevant cost and service will be explained before you decide to proceed.

Structured enquiry

Tell us what you would like help with.

The form immediately below this section should ask what you need help with, what you are hoping to do, when you would like to speak, your contact details and your preferred contact method.

Please do not send sensitive financial information through the initial enquiry form.

For the first contact, a short description of what you would like to discuss is enough. If documents or detailed financial information are required later, we can explain the appropriate way to provide them.

Telephone 01634 481 156

Call to discuss the reason for your enquiry.

Email hello@patrickwaynewealth.com

Email if you prefer to provide some background before speaking.