About Us
A strong, directional approach, helping clients make decisions
Wallis Wealth is an mortgage broker and financial adviser that exists to create exceptional outcomes for our clients’ financial health. We are dedicated to understanding your goals, finding efficient and creative solutions and making your ambitions and dreams a reality.
Owner and founder, Ben Gascoyne, is passionate about offering every client the solution that is exactly right for them and being there when they need him to be. This passion and determination to meet clients’ very individual requirements and exceed their expectations is at the heart of every client relationship.
Ben holds a Diploma in Professional Financial Advice from the Chartered Bank Institute and a Certificate in Mortgage Advice and Practice from The London Institute of Banking and Finance. His professional expertise and experience are complemented by relationships with an extensive network of providers built over almost 15 years (accented by a rich mix of specialist boutiques) and by membership of 2plan (one of the largest and longest-established networks of financial advisers in the UK). We believe it is an unrivalled combination of knowledge, experience and resources, enabling us to offer efficient and creative solutions to even the most complex requirements.
We are relentless in our desire to continually improve our service offering and employing cutting-edge technology, including sophisticated cashflow modelling software, to help our clients make the decisions that will secure their financial futures and achieve their individual objectives.
What's in a name?
The company name is a tribute to Frederick Wallis, the grandfather of founder Ben Gascoyne, who taught him about financial planning and inspired his vocation.
Our vision
To transform the way people see mortgage brokers and financial advisers, setting the blueprint for how financial advice should be delivered, both now and in the future.
Our mission
We will achieve this by delivering an outstanding client experience and always putting the client’s individual needs first. To this end, we continually look for better ways to do what we do and never, ever settle for second best.
We don't...
- Make false promises to a client to draw them in and then deliver a lesser solution
- Offer easy to find mortgage solutions, rather than products which are exactly fit for purpose
- Over charge for investments, negatively impacting long-term returns
- Give poor advice
Our values
We take the time to understand each client’s individual circumstances and objectives and respect the value of their time. We make decisions based on the bigger picture, not just the here and now and always offer our very best advice.
We are proud of the business we are building and the strength of our client relationships. We are ambitious for every one of our clients and passionate about achieving exceptional outcomes in every scenario.
We understand the importance of our role and we are always confident in the quality and suitability of our advice. We do what we say we will, when we say we’ll do it and continually look for ways to improve the experience and outcome for our clients.
The fierce pursuit of excellence is at the very heart of our business, and we unfailingly strive for exceptional client outcomes. We are meticulous in our attention to detail and leave no stone unturned in the search for the most efficient and creative solution to even the most complex of challenges.
We understand that the financial services sector can at times be perceived as self-serving and uncaring about client experience and outcome. We are deliberately and authentically different and want to deliver an experience and outcome that will surprise and delight all clients and vindicate their decision to work with us.
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.
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.
We're highly rated
by Vouchedfor, an independent on line review site which allows people to honestly review and rate their financial adviser.
News & views
Autumn Statement Report 2024
Our Autumn Statement Report 2024 summarises the key points, and explains what they might mean for you.
Weekly Market Update
Our Weekly Market Update Podcast discusses key themes impacting investors in the coming week.
Member Insights February 2024
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
Member Insights January 2024
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
