Capital Professional ltd

Financial Adviser (Restricted Whole of Market) Bellpenny, Priors Hall, Priors Way, Coggeshall, Essex, Colchester, CO6 1TW
FCA verified
10th December 2018
I have significant experience in financial services and are committed to making sure every Bellpenny client is given exemplary service.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
paul wedge
financial planner
Where to find us

Bellpenny, Priors Hall, Priors Way, Coggeshall, Essex, Colchester, CO6 1TW

About us

Bellpenny is a national team of financial planners and experts. We're dedicated to helping our clients make the most of their money. That's why we believe in hard work, detail, fairness and freedom nurturing money can bring.

Bellpenny employees have significant experience in financial services and are committed to making sure every Bellpenny client is given exemplary service and receives exceptional advice and products. Our company five-year goal is to become the U.K.'s most respected financial advice brand.

Our services

We provide a first class service.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 1.15 mi
"Advice you can trust" with considerable experience in providing a friendly, first class service across all aspects of financial planning.
 
Independent Financial Adviser 2.79 mi
I am approachable and friendly and I will always do my upmost to assist you and your family.
 
Independent Financial Adviser 4.73 mi
We specialise in the pre retired and retirement market for clients seeking prudent advice for their savings.
 
Independent Financial Adviser 5.02 mi
Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning