About us
We’re focused on providing a bespoke financial planning service and helping you make informed choices.
What do we do?
As a Chartered firm, we’re here to empower people to break free from money worries so they can uncover their purpose, chase their dreams, and navigate financial choices with confidence.
We set up WB Financial Management to help individuals and businesses thrive. We take the reins of your financial affairs, allowing you to concentrate on what truly matters to you while we manage your finances to work in your favour.
Who are we?
Our team is made up of Sally Edmondson and John Butterworth, two dedicated individuals who take genuine pride in their work and want to deliver high-quality financial advice. With a shared passion for providing clients with excellent service, Sally and John bring a wealth of experience and expertise to the table.
Backing them is the invaluable Corbel Partners, a trusted firm responsible for overseeing all aspects of compliance and paraplanning. This partnership ensures that Sally and John can focus on what they do best: offering personalised financial guidance.
Why choose us?
A successful financial plan takes time, knowledge, and dedication, and you can count on us to tick all those boxes. One of our key differentiators is that we are a Chartered firm, a status only awarded to individuals and businesses that have demonstrated the highest standards of technical knowledge and ethical practice.
But that’s not the only reason to choose us. Click the link below to find out what makes us different and why you should choose us to be your financial planner.