Bespoke Financial Advice
At Littlewick Wealth Management, we are your local team of experienced financial advisers with a goal of helping you achieve the financial success you want in life. We provide a bespoke range of services and advice areas, from inheritance tax to retirement and investment planning, all of which depend on your individual circumstances.
Book a no-obligation consultation
Complete the form below or call 01276 534 525
Your financial goals
Our wealth managers can answer any questions you have in an initial no-obligation consultation.
If you wish to find out more information, or want to create a plan with one of our wealth managers, fill out the form and one of our wealth managers will get in contact with you. Alternatively, you can call us on 01276 534 525.
Our Advice Process
A no-obligation consultation with one of our wealth managers
To understand your financial dreams, and what is important to you. We can answer any questions, and outline the steps to create a financial plan by your wealth manager.
Developing a plan which aims to achieve your dreams
Your personal wealth manager will analyse everything you have told us, and put together a personalised bespoke plan to help you achieve your goals.
Presentation of recommendation and implementation
Your wealth manager will present the plan they have created and, if you are happy, they will make the preparations to implement the plan. If there are any changes you would like, this can be discussed with your wealth manager.
Ongoing monitoring and reviewing of the plan
Your wealth manager and the team at Littlewick Wealth Management will continuously monitor your plan. You will have regular contact with your wealth manager to ensure you achieve your financial objectives in life.
Book a no-obligation consultation
Complete the form above or call 01276 534 525
