WTK Financial Services Ltd

Independent 5 Bretton Hall Offices, Chester Road, Bretton, Chester, Cheshire, CH4 0DF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Chartered Financial Planners providing independent financial advice to individuals and companies.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Neil Ransome DIP PFS
Director
adviser-person
Andrew Neale APFS
Director
Accreditations
Chartered Financial Planner
adviser-person
Gary Lee FPFS
Director
Accreditations
Chartered Financial Planner
Where to find us

5 Bretton Hall Offices, Chester Road, Bretton, Chester, Cheshire, CH4 0DF

Make an enquiry
About us

We are proud to have been awarded the title of ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). The award of the Chartered title is strictly controlled and is a measure of the very highest standards of professionalism. We are one of approximately 500 Chartered Financial Planner companies within the UK (the Financial Conduct Authority currently regulates approximately 29,000 firms).

We believe that Chartered status demonstrates the superior quality of our advice and service.

Our services

We are Chartered Financial Planners who provide a high quality service that takes care of you over the long term. This ethic has helped us to retain a high degree of loyalty from our clients and other professionals we work with.

Our success is based on providing clients with effective financial planning and focusing on the provision of practical solutions for their current and future requirements. We are wholly independent and free from restrictions which means our advice is unbiased and impartial.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000