Delighted to assist you

Making sense of pensions & retirement

Every client has a very different set of circumstances so we cannot offer general advice on a website. We think we can help you with your unique situation and would first of all recommend you take advantage of our offer of a meeting. This will allow us to sit down over a cup of coffee and listen to your circumstances, goals and your current situation. With our expert advisers on hand, we may also identify other areas you may not have considered.

 

We will always put your best interests first.

 

Scroll down for information on what we will do at our first meeting or find out more in one of our guides >>>>>

 

You are interested in financial advice and therefore we need to collect a few personal details in order to communicate effectively with you, satisfy our regulator and combat financial crime. Please read our privacy notice for full of the details on how we protect, manage and use your data.


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What will we do at a first meeting?

We are obliged by our regulator to gather a certain amount of information about you in order to help you.

 

·      We will establish and agree your aims and objectives

·      We will gather as much information as we can about your current situation

·      We will advise you of any mandatory regulations which affects us both

·      We will give you an estimate of the likely costs of the work involved

 

·      We will agree on the next course of action


Do I need to do anything?

You will get the most benefit out of this meeting, if you bring along the following information with you.

  • Please be clear on what you want to achieve, outline your aims and objectives
  • Bring any paperwork you have relating to your financial affairs
  • Your passport or driving licence
  • A recent utility bill (gas, electricity or council tax dated within the last 3 months)
Download
Gathering Information - Your plan details
Whilst we do not want to add to your paperwork burden, you may find it useful to download this document to note down key information on your existing plans as a summary to bring along to the meeting.
Wellington Wealth - Key Details.pdf
Adobe Acrobat Document 101.2 KB

We are authorised by the Financial Conduct Authority

 

We would advise you to check our registration with the Financial Conduct Authority as it is important you are satisfied that we have the correct oversight in place. Our registration number is  717874

 

When an adviser calls you to arrange a meeting you will also be able to check their history on this website. The FCA conducts a series of checks on each adviser to check they meet the 'fit and proper status' and qualification standard necessary to provide independent financial advice.