Piccadilly Wealth Management
Initial consultation free
Independent
Friendly, expert, regulated advice over the telephone, video call or face to face.
We can advise you on
Clients
helped
139helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Paul Bartlett
Wealth Planner
Mr Martin Spreadbury
Wealth Planner
What our clients say
s
Sue
I am very pleased to come across Paul. He made everything to understand for me and was clearly very knowledgeable.
e
Ewan
Paul was a very nice man on the phone he made me feel at ease talking to him he also explained things very clearly in a simple manner for a simple person like me.
g
George
I had some queries around my various pension pots and the merits of whether to combine them or not. I spoke to Paul who spent a considerable amount of time asking questions about my financial and...
j
Jane
Paul was very efficient, knowledgeable and interested to help with my queries he was also prompt and clear with his replies.
n
Nicole
Paul was very clear and concise and I look forward to working with him in the future.
m
Martin
Paul helped me select the best wrapper (ISA) and investment options suitable for my risk profile. He was concise and knowledgeable.
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