Wingham Wyatt Financial Services Limited

Independent Financial Adviser  60 Mariners Way, Maldon, Essex, CM9 6YW
First meeting at adviser's own cost
We specialise in the pre retired and retirement market for clients seeking prudent advice for their savings
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Equity release
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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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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Simon Rees
Compliance Officer
Andrew Bunting
Adviser

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

John Kearney
Stephen Hall
Financial Adviser

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

What our clients say
I always feel John has time to listen to me and so understand my needs. He takes on board any thoughts I may have about my investments and we can discuss them, before making any changes or alterations to my holdings. He seems to be completely 'up to speed' with current market trends.
Margaret, Essex
John and his team have given me professional advice for almost a decade now.Their advice has given me excellent returns.I have always felt they have listened to me with genuine care and understanding before any transaction was made.I have complete confidence that my interest is of utmost importance to them.
Janet, Oxfordshire
About us

Wingham Wyatt is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses throughout South East England. Our administrative base, in Braintree, provides top quality technical and research support to a growing team of experienced advisers.
At Wingham Wyatt, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. Since 1979, we have provided financial planning solutions to individual clients, companies, company directors and self-employed individuals.
Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.
At Wingham Wyatt, we believe that the key to financial performance lies in providing our clients with a simple but comprehensive choice of investment management options – sufficient to match the needs of all types of investor.
With modern offices and easy parking for visitors, with wheel chair access. We can also offer home visits for those customers who would prefer to be seen in their own home.

Our services

Investing
Wealth Preservation
Pensions and divorce
Retirement Planning
Mortgages and Protection

Where to find us
Head office address: 60 Mariners Way, Essex, Maldon, CM9 6YW
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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