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.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
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.
Pensions and divorce
Mortgages and Protection
62 Rectory Road, Essex, Benfleet, SS7 2ND
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