Piccadilly Wealth Management
Initial consultation free
Independent
Friendly, expert, regulated advice over the telephone, video call or face to face.
We can advise you on
Clients
helped
helped
261
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Paul Bartlett
Independent Financial Adviser
Mr Martin Spreadbury
Independent Financial Adviser
What our clients say
p
Philip
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.
n
Nicole
Paul was very clear and concise and I look forward to working with him in the future.
g
George
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.
m
Martin
Paul helped me select the best wrapper (ISA) and investment options suitable for my risk profile. He was concise and knowledgeable.
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