Wotton Wealth Management Limited

Restricted - Whole of Market  Wotton Wealth Management Ltd, Bexley, Greater london, DA5 1LR
We specialise in Pensions, including Final Salary/Defined Benefits, Investments, Trusts and Inheritance Tax planning.
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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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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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Right to buy
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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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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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Healthcare
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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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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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Sharia finance
Response rating
9.8/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Christopher Wotton
Financial Adviser
What our clients say
Chris always takes time to discuss any issues, provides information and acts on instructions in a timely manner. Chris is a first rate example of how a financial planner should conduct business.
Mr Lester, Bexleyheath
About us

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.

Our services

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.

Where to find us
Head office address: Wotton Wealth Management Ltd, The Malt House, Old Bexley Business Park, Bourne Road, Bexley, Kent, DA5 1LR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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.

Response rating
9.8/10
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FCA authorised
Last authorised 21st September 2020

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