FA Wealth Ltd

Restricted - Whole of Market  The Old Barn, Sherbourne, Warwickshire, CV35 8AA
First meeting at adviser's own cost
Helping clients protect, enhance and manage their wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Andrew Burton
Financial Adviser
Mr Dan Barnard
Financial Adviser
Mr Eddy Chaudhry
Financial Adviser
Mr Julian White
Financial Adviser
Mr Michael Collyer
Financial Adviser
Ms Sherril Moore
Financial Adviser
Simon Battle
Financial Adviser
About us

We are delighted to have the technology and processes in place so we can continue to provide advice to new and existing clients. This means you do not have to delay making any important financial decisions.

Where to find us
Head office address: The Old Barn, Barford Road, Sherbourne, CV35 8AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

The value of pensions & Investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trusts, Auto Enrolment and some Buy to Let Mortgages.

FA Wealth Ltd is an appointed representative of Quilter Financial Services Limited and of Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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