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About Us
Because we are here today for your tomorrow!
Our advice is all about helping you to live your best life by planning for your future and protecting your wealth.
We commit to you with a strong focus on building an ongoing and fruitful relationship. Offering individually tailored solutions and personalised advice, Wagtail Wealth will ensure the best outcomes for your personal circumstances.
Breaking the back of the old fashioned financial adviser, we are dedicated to making financial advice fun. We achieve this through open and honest communication, with a few laughs along the way. We will help you understand your financial options in simple terms without bombarding you with jargon.
Most of all; at Wagtail Wealth we care for our clients and we want you to feel confident and prosper.
Personal Insurance
We help you understand, access and select the right insurance for your personal circumstances.
Testimonials
Best Experience
I have had one of my best experiences in any industry with Wagtail Wealth. Cassandra has thought outside the square to ensure she tailor makes the best product for me and the communication and follow up has been mindblowing. I would give 10 stars if I could! Jess Z
Down To Earth Adviser
Cassandra is a down to earth advisor who seeks to understand and assist her clients. She breaks down the complicated into simplistic terms without being condescending and will always give you the honest answer. I have no hesitation in referring people to work with Cassandra, as I know they will be looked after and she has their best interests at heart. Kevin S
Recommendations
I would recommend Cassandra’s work. Her down to earth, plain speaking and honest approach suited me down to the ground. At the same time her committed and professional approach helped me achieve my goals in great time. I was better placed with my finances after working with Cassandra! Anne C
Contact Us
Opening Hours
Mon – Fri 9:00am - 5.00pm