WLS Investment Partnership Ltd

Independent Financial Adviser  The Holly, Wateringbury, Kent, ME18 5PX
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 23rd March 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

The Holly, 50 Thorndale Close, Walderslade, Kent, ME5 9SW

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 23rd March 2020

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