Steven Sidhu Wealth Management ltd

Independent Financial Adviser  2 Sherlands Heights, Taunton, Somerset, TA1 5FG
First meeting at adviser's own cost
I pride myself in considering all of my clients to be my friends, I will get to know you and your families to fully understand you and your financial needs.
We can advise you on
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Annuity purchase
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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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Socially responsible investments
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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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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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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Steven Sidhu
About us

My career began at Santander, around 20 years ago, as an Investment Adviser. My progression to an Independent Financial Adviser was 7 years ago. I have a vast experience of all financial needs.

Our services

I will look after you for as long as you need me to, I will look at all of the options available to you and discuss them all with you to ensure you completely understand and are happy.

Where to find us
Head office address: 2 Sherlands Heights, Stonegallows, Taunton, Somerset, TA1 5FG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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