Katie Dicken at Westminster Wealth Management

Independent Financial Adviser  167 Fleet Street, London, EC4A 2EA
First meeting at adviser's own cost
Katie believes in the importance of all financial planning and will incorporate a client’s future goals, aspirations and how this links to current and proposed financial actions. She prides herself on building long lasting relationships with her clients
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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Critical illness
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Income protection insurance
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Life insurance
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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 15th August 2022
Meet our advisers
Katie Dicken
About us

Westminster Wealth Management is one of the largest independent, Chartered firms in the UK. We are committed to retaining our independent status.

Our Core Values: Independence, Integrity, Excellence, Relationships, Accountability, Enjoyment

Our services

Savings and Investments
- ISAs, General Investment Accounts, Unit Trusts, OEICs, Investment Bonds, Passive/Active, Advisory/Discretionary, Existing investment reviews

Protection
- Life Cover, Term Assurance, Critical Illness, Income Protection, Mortgage Protection, Existing policy reviews

Pensions and Retirement Planning
- Personal Pensions, SIPPs, Contribution strategy, Scheme consolidation/transfer advice, Pension income options, Flexi-Access benefits, Annuities

Estate Planning
- Inheritance tax planning, Trusts, Gifting strategies, Insurance strategies

Financial Planning
-cash flow modelling, goal planning, ongoing advice

Where to find us
Head office address: 167 Fleet Street, London, EC4A 2EA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£51,000
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 15th August 2022

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