WBW Chartered Financial Planners

Independent Financial Adviser Albert Goodman, Mary Street House, Mary Street, Somerset, Taunton, TA1 3NW
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
Specialising in retirement, care fees and tax planning for clients in later life, Offices in Newton Abbot, Torquay, Launceston
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Michael Seagrove APFS
Chartered Financial Planner
Accreditations
Later Life Accredited Adviser Chartered Financial Planner
Louise Osborne FPFS
Chartered Financial Planner
Accreditations
Later Life Accredited Adviser Chartered Financial Planner
Where to find us

Albert Goodman, Mary Street House, Mary Street, Somerset, Taunton, TA1 3NW

Make an enquiry
About us

Our company was established in 2009 and is wholly owned by WBW Solicitors LLP with offices in Newton Abbot, Exeter, Bovet Tracey,Torquay, Paignton and Launceston.

We are able to draw upon a team of Chartered & Certified Financial Planners with accreditation by the Society of Later Life Advisers (Solla) and the Society of Trust & Estate Practitioners). We are backed by an experienced and well qualified support team.

We start with your objectives and we aim to give you the best possible chance of achieving them. We maintain regular on-going contact with our clients.

Our services

We are a team of Chartered Financial Planners providing specialist financial planning and advisory services to clients in later life.

We help preserve and maintain your financial security for life, in particular where health deteriorates.

We aim to ensure, you understand investment risk and help maintain the real value of your money.

We have a range of specialist qualifications and experience in this area which includes independent accreditation by SOLLA (Society of Later Life Advisors).

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

WBW Chartered Financial Planners is a trading style of Professional Financial Planning (South West) Limited which is an Appointed Representative of Albert Goodman Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

Similar advisers near you

Independent Financial Adviser 0 mi
 
 
Independent Financial Adviser 0.08 mi
Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
 
Independent Financial Adviser 0.08 mi
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
 
Independent Financial Adviser 0.08 mi
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.