Welcome to Wealth Management

As a UK IFA (Independent Financial Adviser), we can offer expert, unbiased and professional advice on overall as well as specialist areas of financial planning.

Our Mission Statement:

To provide our clients with professional financial planning combined with ongoing service, which is easy to understand and meets all of your financial needs, totally independent in outlook, and effected in a personal and caring manner.

Our aim is, by agreement, to build a long term buisness relationship with regular reviews of your objectives mindful of changes to personal circumstances and other factors such as legislation that over the long term helps you achieve your financial goals.

Specialist areas include pensions funding options, maximising income from pensions in retirement, mortgages and equity release, access to sources of commercial finance, low-cost life assurance and protection,  investments, ISAs, Estate planning and mitigation of taxation.

We want to help you to sustain and grow your long-term wealth, and protect it too, by providing you with access to financial planning services and products from across the whole of the market. We are therefore truly independent financial advisers.

Please  explore the site,feel free to  offer feedback at info@wmifa.co.uk or contact us on;

0845 271 4115, or 01325 327069

We trust you will find the website informative and easy to navigate. Please e-mail  info@wmifa.co.uk with any queries or suggestions.

Our key areas of specialisation

Meet the team

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Wealth Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 453786

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Services Authority does not regulate loans or some forms of mortgage, tax planning, taxation and trust advice or offshore investments.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Neither Wealth Management nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.