Financial Connections Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) 17 Tressel Croft, Heathcote, Warwick, Warwickshire, CV34 6FA
FCA verified
20th May 2019
We aim to help you identify your aims and wishes, then turn them into memories that can be shared
We can advise you on
    • Wealth management
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Buy to let
    • First time buyers
    • Remortgage
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Employee benefits
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Roger Crockford
Where to find us

17 Tressel Croft, Heathcote, Warwick, Warwickshire, CV34 6FA

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Our fees and charges vary depending on the Services we provide to you. We charge a non-refundable fee of £50.00 and a further fee which will depend on your mortgage application. Typically the fee will be £147.00.

Financial Connections Wealth Management Limited is an Appointed Representative of Personal Touch Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.

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