Wotton Wealth Management Limited
Initial consultation free
Restricted
We specialise in Pensions, including Final Salary/Defined Benefits, Investments, Trusts and Inheritance Tax planning.
We can advise you on
Clients
helped
233helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£100k+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
Mr Christopher Wotton DipPFS
Financial Adviser
What our clients say
ml
Mr Lester
Chris always takes time to discuss any issues, provides information and acts on instructions in a timely manner. Chris is a first rate example of how a financial planner should conduct business.
Compliance
The value of pensions and investments can fall as well as rise. You may get back less than you invested. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. The Financial Conduct Authority does not regulate Inheritance Tax Planning, Auto Enrolment & some Buy to Let Mortgages. Your home may be repossessed if you do not keep up repayments on your mortgage. Wotton Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.
Legal information
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