Eddicott Wealth Management Ltd

Restricted - Whole of Market  11 Old Barn Road, Christchurch, Dorset, BH23 2QY
First meeting at adviser's own cost
My existing clients frequently compliment me on my ability to explain complex financial matters well. I ensure that the charges and features are explained in an understandable and transparent manner.
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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Pensions transfer
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SIPPs
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Stakeholder
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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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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Julie Eddicott DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Eddicott Wealth Management Ltd is a Financial Adviser firm based in Christchurch, Dorset. I cover all areas of financial advice; whether it be personal or corporate in nature, an all round and confidential process to enable your goals and financial aspirations to be met. I work alongside other professionals, such as Solicitors and Accountants in assisting you to achieve the best outcome for your needs. My service is of a regular, long-term ongoing nature as my clients will testify.

Our services

Look after our clients. Once you become a client you will be seen face to face annually or more often if you require. Your investments and needs will be managed regularly to ensure your goals are met.

Where to find us

11 Old Barn Road, Christchurch, Dorset, BH23 2QY

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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