Leading clients to a
brighter financial future

Exceptional outcomes for your financial health

Welcome. Wallis Wealth is a wealth management business with a difference, driven by passion and purpose. We exist to create exceptional outcomes for your financial health. We are dedicated to understanding your goals, finding efficient and creative solutions and making your ambitions a reality.

About Us

Mortgage arrangement

We are highly experienced in residential property mortgage transactions of all sizes and levels of complexity. We particularly specialise in arranging mortgages for purchases and re-mortgages relating to high-value properties for domestic and international clients, often with complex income structures.

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Savings & investment

Whatever your individual financial objectives, goals and priorities, we will work with you to determine a bespoke and tailored strategy and guide you to the savings and investment choices that are exactly right for you – now and in the future.

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Pensions and retirement planning

Saving for retirement is one of the most significant financial challenges most people face. Having an expert by your side to navigate the complexities, avoid the potential pitfalls and secure the outcome you deserve is an invaluable source of confidence and reassurance.

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Inheritance tax & family wealth

Saving for retirement is one of the most significant financial challenges most people face. Having an expert by your side to navigate the complexities, avoid the potential pitfalls and secure the outcome you deserve is an invaluable source of confidence and reassurance.

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Insurance and protection

Developing a long-term insurance and protection strategy involves identifying the potential risks that could impact you and your family and creating a risk mitigation plan that identifies specific solutions.

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How can we help?

To start our conversation, just give us brief details about your enquiry below or call today on
+44 (0) 800 228 9928.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

We're highly rated

by Vouchedfor, an independent on line review site which allows people to honestly review and rate their financial adviser.

Reviews and Ratings for Financial adviser Ben Gascoyne, London

News & views

Weekly Market Update

Our Weekly Market Update Podcast discusses key themes impacting investors in the coming week.

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Member Insights February 2024

Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.

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Member Insights January 2024

Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.

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Member Insights December 2023

Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.

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