Our clients

People we work with

While many people would benefit from Wealth Foundations’ service, we believe that it will be most valuable to you if you have similar characteristics to our existing clients.

The following six profiles describe the types of people who currently enjoy our approach to wealth management and will continue to do so in the future. A supporting case study is also provided for each profile to demonstrate their typical financial concerns. It should be noted that for confidentiality reasons the case studies do not describe actual clients.

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We hope the profiles and case studies provide you with some insight into who we are best placed to help.

Download our free eBook "The Value of Financial Planning: The Wealth Foundations' Way"


This eBook makes the value of financial planning more concrete by examining actual client experiences with the "Wealth Foundations Way". It examines the changes in the financial situations of ten clients who have agreed to share their progress over the time they have been working with a Wealth Foundations' principal

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