WLS Investment Partnership Ltd

Independent Financial Adviser  The Holly, Chatham, Kent, ME5 9SW
First meeting at adviser's own cost
Making what seems complicated, understandable and useable.
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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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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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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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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Socially responsible 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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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Employee benefits
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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
9.6/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Wayne Smith
Independent Financial Adviser
About us

WLS Investment Partnership Ltd formed with the passion to serve clients in a manner that excelled expectation rather than simply meeting needs. We forge relationships based on mutual trust along with clear communication at every step.

The journey for all clients in any of these areas must be professional and offer the highest standards whilst being personal and bespoke to each individual. With the support of my wife Linda and the ever growing team of people that support us; WLS Investment Partnership continues to grow organically through client referrals and professional connections; and we look forward to seeing how we can help you reach your goals.

Our services

Our areas of expertise are:

Investing for both growth and income
Wealth Management
Pre/Post Retirement Planning
Inheritance Tax Planning
Equity Release/Later Life Specialist
Mortgages
Life Insurance

Clients have told us we make the complicated understandable and useable. We provide feedback and regular contact that enhances our relationship.

Honesty is the foundation of all good relationships and builds integrity.

Where to find us
Head office address: The Holly, 50 Thorndale Close, Walderslade, Kent, ME5 9SW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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
9.6/10
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FCA authorised
Last authorised 14th September 2020

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