About Us...
We are a firm of financial advisers based in Welling,Kent. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
Clients are welcome to visit us at our offices where appointments can be made to suit you. Our office hours are 9am to 5pm Monday to Friday however appointments can be made outside of these hours. We are happy to visit you either at home or work and our advisers cover London, Kent, Essex and Surrey.
To contact us please call 020 8301 0101 or email ifa@wickhampartnership.co.uk if you want to contact an individual adviser please click on our Home Tab and then Firm Status for a direct email address