Wotton Wealth Management Limited

At Wotton Wealth Management we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and provide ongoing support.

At Wotton Wealth Management we believe in providing comprehensive financial advice and take the time to really understand your objectives and explain our specialist knowledge in a way you can understand.

We provide personally tailored face to face financial advice in an open, honest and direct fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding.

We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Auto Enrolment & some Buy to Let Mortgages.

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

Wotton Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.