Sedulo Wealth Management

Independent Financial Adviser  208 Coppergate House, 10 White's Row, London, Greater london, E1 7NF
First meeting at adviser's own cost
We combine independent, holistic advice with tax planning to give you access to the best financial planning options available.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Gareth Rose
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Richard Pattison
Independent Financial Adviser

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

James Rooney

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

What our clients say
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
Thank you Paul for all your help and guidance, I couldn’t have done it without your assistance.
Mrs S. Winstanley, Ormskirk
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
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.

Where to find us
Head office address: 208 Coppergate House, 10 White's Row, London, E1 7NF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

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

Response rating
9.0/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 0.29 mi
We are an experienced team of financial advisers providing independent financial advice across London and the South East.
 
Independent Financial Adviser 0.29 mi
A Chartered Financial Planner and Pension Transfer Specialist who aims to help individuals make informed decisions about their finances.
 
Independent Financial Adviser 0.33 mi
Award winning chartered & Accredited financial planners giving quality independent advice
 
Independent Financial Adviser 0.37 mi