Unique Wealth - Josh Webb

Independent Financial Adviser  37a Church Street, Weybridge, KT13 8DG
First meeting at adviser's own cost
We cover all aspects of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
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 & retirement planning
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Pensions review
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Pensions transfer
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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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
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Josh Webb
What our clients say
Advised by Josh Webb, this was clear, logical and totally responsive to fully understanding my personal circumstance and wishes. Very happy to recommend unreservedly.
David Cooper, Surrey
Extremely hard working and very quick to get to the bottom of what you need. Great communication so you’re always aware of what’s going on. Highly recommend this company. Ask for Josh Webb.
Jake Reeves, Kent
The service we received from Josh Webb was excellent. Talked us through everything we needed to know about our pension plans and then executed and delivered the plan exactly as we had expected. I feel we are now in good hands for the coming years
Tracey Rixon, Surrey
About us

We are a firm of financial consultants who specialise in advising and planning strategies for the accumulation, preservation and distribution of wealth for individuals, families and companies. We have 4 offices in the South of England, and we are part of one of the biggest networks of advisers in the country, The Openwork Partnership.

Our services

Unique Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals.

Where to find us
Head office address: 37a Church Street, Weybridge, KT13 8DG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Unique Wealth is a trading style of Unique Financial Planning Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority

Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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