Piccadilly Wealth Management

Independent Financial Adviser  27 Brandesbury Square, Woodford Green, Greater London, IG8 8GU
First meeting at adviser's own cost
Friendly, expert advice over the telephone, video call or face to face.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Critical illness
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Healthcare
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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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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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Corporate pension
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Paul Bartlett

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Accreditations
Certified Financial Planner
What our clients say
I am very pleased to come across Paul. He made everything to understand for me and was clearly very knowledgeable.
Sue, Winchester
Paul was very efficient, knowledgeable and interested to help with my queries he was also prompt and clear with his replies.
Jane, Shrewsbury
Paul was a very nice man on the phone he made me feel at ease talking to him he also explained things very clearly in a simple manner for a simple person like me.
Ewan, Harlow
Paul was very clear and concise and I look forward to working with him in the future.
Nicole, London
I had some queries around my various pension pots and the merits of whether to combine them or not. I spoke to Paul who spent a considerable amount of time asking questions about my financial and personal circumstances, something which I hadn't expected. He clearly explained the process that needs to be followed before I get advice and we are currently working towards that.
George, London
Paul helped me select the best wrapper (ISA) and investment options suitable for my risk profile. He was concise and knowledgeable.
Martin, London
Paul went above and beyond and got me connected to the right advice for us. He's very responsive, clear in explanation which was very helpful and above all is independent. I highly recommend Paul and we will be using his services again in future.
Nicole, Essex
Although we have not completed our business so far I am pleased with the interaction I have had with Paul
Tony, London
Helpful, friendly and efficient. Provides me with all the help I need to manage my finances and I like that he offers lots of other services I will need in the future. Laid back and not pushy which is important for me.
Philip, Surrey
About us

Independent financial advisers specialising in pensions, investments and all aspects of financial planning and advice.

Our services

We take time to understand our clients, and tailor our approach to each and every individual. Not one client is alike, and we treat each new enquiry as if it was our first and only client.

Where to find us
Head office address: 27 Brandesbury Square, Woodford Green, Greater London, IG8 8GU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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