Wealth Planning Associates

Restricted - Whole of Market  Wealth Planning Associates, Discovery Park, Kent, Sandwich, CT13 9ND
First meeting at adviser's own cost
Wealth Planning Associates are a member of Quilter Financial Planning who were ranked the number one by FT adviser top 100 financial advisers list. Initial consultations are free, call us today!
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore 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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Accident & sickness
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Buildings and contents
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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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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Rob Monckton
Financial Adviser
MR Doug Young
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Wealth Advisers based in Kent giving advice on Final Salary (DB) Pension Transfers and Investments Portfolios, Inheritance Tax Planning along with providing clients with Equity Release and Mortgage advice.

Transferring out of a final salary pension is unlikely to be in the best interests of most people

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Our services

Provide pension transfer advice including final salary pension transfers. Managing funds for our clients and providing equity release mortgage advice for retired clients.

Face to Face meetings or Telephone.

Where to find us
Head office address: Wealth Planning Associates, Discovery Park, Discovery Park House, Ramsgate Road, Kent, Sandwich, CT13 9ND
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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