Achieve lasting financial clarity.
Your journey begins here.
We are Chartered Financial Planners, providing independent financial advice to individuals and businesses.
About us
At WB Financial Management, our clients are at the heart of everything we do. Led by financial planners Sally Edmondson and John Butterworth, we are real people who understand real financial problems and offer real solutions.
As a Chartered firm, our approach is centred on understanding your individual needs, concerns, and aspirations. We take the time to listen, ensuring that you receive bespoke guidance on your journey to financial freedom.
How we support you
A fulfilling life isn’t just about money. We’re here to provide you with the tools and confidence to shape your life the way you want, without worrying about financial barriers.
Whether you are a business owner needing a guiding hand, approaching retirement, enjoying your retirement years, or in search of a mortgage, we are committed to offering solutions that best meet your distinct needs.