Objective Wealth Ltd

Independent Financial Adviser  5 Wildwood Close, Surrey, Godalming, GU8 4PX
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FCA authorised
Last authorised 26th July 2021
We specialise in overseas pension transfers but also advise on all aspects of UK financial planning. <url hidden> Email: <email address hidden>
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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OEICs
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Offshore investments
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Socially responsible investments
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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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EEA
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Rest of world
Meet our advisers
MR Mark Jones
About us

Our philosophy and ethos has been on developing long term relationships with our clients by providing professional, impartial advice & investment management services. We ensure that all our consultants are highly skilled qualified & up to date with market opportunities, legislation changes & developments. We provide financial planning solutions that are advice led not product driven. Therefore, we are providing our clients with a bespoke service.

Our services

bdhSterling Limited have a team of advisers that have many years experience in transferring UK pensions overseas. For people who have migrated or are looking to migrate, from the UK, QROPS are an important retirement planning option as an offshore pension may provide more flexible and tax efficient benefits than a UK scheme. As there are many different types of offshore pension capable of receiving UK expat pension funds, it is vital that an individual speaks to QROPS advisers before making any decisions. We also offer UK financial planning from our UK based advisers for people that aren't migrating

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

5 Wildwood Close, Chiddingfold, Surrey, Godalming, GU8 4PX

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