Sedulo Wealth Management

Independent Financial Adviser Sedulo Wealth Management Ltd, Regency Court, 62-66 Deansgate, Manchester, M3 2EN
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
15th July 2019
We combine independent, holistic advice with tax planning to give you access to the best financial planning options available.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Gareth Rose FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Richard Pattison
Independent Financial Adviser
What our clients say
I just wanted to say thanks again for your patient assistance and sound advice with my finances over the last decade, it’s been reassuring that that side of things has been taken care of as my career progressed.
Dr A. Carlyle, Australia
Thank you Paul for all your help and guidance, I couldn’t have done it without your assistance.
Mrs S. Winstanley, Ormskirk
Hi Paul, Thanks again for you help and patience in sorting my pension. Stuart and I are so grateful and relieved we have found someone we can understand and trust. On behalf of the Johnson family, I would like to thank you and your team at Sedulo for turning my mishmash of a pension around, enabling me to treat everyone to a holiday of a lifetime in Florida.
Sue Johnson, Manchester
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Sedulo Wealth Management Limited is Authorised and Regulated by the Financial Conduct Authority, no. 587712. Registered in England and Wales number: 06877449.

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