Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

Final Salary Pensions

A final salary pension, or defined benefit pension scheme, is a type of workplace pension that will pay you a retirement income for life...

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2

Retirement Planning

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income...

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3

Trustee Advice

A trust is an obligation binding in a person (which can be an individual or a company) called a 'trustee' to deal with 'property' in a particular...

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4

Savings & Investments

There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings...

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5

Financial Planning

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial...

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Financial advisers located in Bexley, Kent

Welcome to Wotton Wealth Management Limited

Specialising in Final Salary pension advice, retirement planning, trustee advice and investment planning, Wotton Wealth Management was established in 2014 to 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.

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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.

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

Call us today on 01322 404854 or email us at [email protected] and we'll be pleased to help you.

HOW WE WORK

Here's how we formulate
the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

Our Plan
For You

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ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

Contact Us

Our
Main Services

  • Final Salary Pensions

  • Retirement Planning

  • Personal Pensions

  • Annuities

  • Trustee Advice

  • Savings & Investments

  • Financial Planning

  • Wealth Management

    • Contact Us

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    What They Say
    About Us

    • What were the circumstances that caused you to initially look for an adviser?

      Whilst I had accrued a mixture of pensions during my employment I felt it was the right time to have professional advice.

      How has Christopher Wotton helped you?

      Having reviewed my pensions with me, Chris gave me an overview and a number of scenarios which helped me to understand my options

      Have you seen the outcome you were hoping for?

      I’m not looking to begin drawing down my pensions immediately but as they are now neatly combined it will definitely be easier to manage when I do.

      What could they have done better?

      Can’t think of anything.

      Review from verified client - Based in Kent

    • What were the circumstances that caused you to initially look for an adviser?

      I wanred to consolidate multiple pensions

      How has Christopher Wotton helped you?

      Explained what options were available. The process and costs in clear uncomplicated language.

      Have you seen the outcome you were hoping for?

      The outcome was Chris has now managed my pension for the last 6 years. We have an anual review and if I have any questions or concerns between reviws Chris is always available for a chat.

      What could they have done better?

      Nothing satisfied with service

      Review from verified client - Based in London

    • What were the circumstances that caused you to initially look for an adviser?

      Needed advice re our pensions and general financial advice for our retirement

      How has Christopher Wotton helped you?

      Chris consolidated our pensions and monitors them to make sure they meet our needs

      Have you seen the outcome you were hoping for?

      Yes

      What could they have done better?

      N/a

      Review from verified client - Based in Kent

    • What were the circumstances that caused you to initially look for an adviser?

      I was in the process of looking for a pension advisor as I was looking into moving my company pension

      How has Christopher Wotton helped you?

      Chris is and continues to be a mass help to both myself and family.
      He is never short on advice.
      He calm in the current financial storm

      Have you seen the outcome you were hoping for?

      Considering the world wide crisis going on at the moment and government turmoil Chris has been brilliant.
      These are of course out of his hands

      What could they have done better?

      There isn’t anything they could do to improve. The company is first class

      Review from verified client - Based in Kent

    • What were the circumstances that caused you to initially look for an adviser?

      my finances were in disarray

      How has Christopher Wotton helped you?

      completely organised

      Have you seen the outcome you were hoping for?

      yes

      What could they have done better?

      no

      Review from verified client - Based in Kent

    VIEW more testimonials

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    where we are

    01322 404854
    65-67 The Malthouse
    Old Bexley Business Park
    19 Bourne Road
    Bexley DA5 1LR

    [email protected]

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