Eddicott Wealth Management

Independent Financial Adviser  7 Pelham Road, Cowes, Isle of wight, PO31 7DS
First meeting at adviser's own cost
TRANSPARENT AND HONEST
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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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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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
Response rating
9.0/10
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FCA authorised
Last authorised 18th May 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 is a privately owned practice of Financial Advisers based in CHRISTCHURCH, Dorset. We cater for all levels of financial advice whether it be personal or corporate in nature, to enable your goals and financial aspirations to be met. We work in collaboration with other professional advisers, such as Solicitors and Accountants in assisting you to achieve the best outcome for your needs. Our service is of a regular, long-term ongoing nature as many of our clients will testify.

Our services

Look after our existing clients and build a relationship with you to ensure your financial objectives are met.

Where to find us
Head office address: 7 Pelham Road, Cowes, Isle Of Wight, PO31 7DS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th May 2020

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