Sedulo Wealth Management

Independent Financial Adviser  Sedulo Wealth Management Ltd, Manchester, M3 2EN
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FCA authorised
Last authorised 19th April 2021
We combine independent, holistic advice with tax planning to give you access to the best financial planning options available.
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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Healthcare
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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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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
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Sharia finance
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Long term care
Meet our advisers
MR Gareth Rose FPFS
Chartered Financial Planner
MR Richard Pattison
Independent Financial Adviser
About us

We are the independent financial planning arm of Sedulo accountants and business advisers. We are professionally trained and authorised to analyse your goals and assist you in setting up a bespoke and workable financial plan.

Perhaps more importantly, we are personable and deliver our advice to you without jargon, and in the level of detail you require, to be able to make the right financial decision.

Our holistic approach can also encompass our existing tax offering, allowing us to present both financial planning and tax advice, ensuring you have access to all of the best planning options available.

Our advisers hold specialist qualifications for advising on a wide range of areas including pensions, long term care and tax planning.

We can provide tailored advice on pension funds, taking into account the new pensions legislation, for those looking to access their funds in the best possible manner.

Our services

Our business ethos is to always achieve the best possible outcome for the client, and put the client objectives before our own interests. We focus on long term relationships, and ongoing reviews to ensure that you achieve your financial and lifestyle goals.

We are a truly independent adviser and can advise on all products and solutions available across the whole of the marketplace, meaning that the end solution will be best available and most cost effective.

We are a holistic adviser and we cover all areas of advice, from life cover, complex investment and retirement advice, through to personal advice.

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Sedulo Wealth Management Ltd, Regency Court, 62-66 Deansgate, Manchester, M3 2EN

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