FAQS

Wotton Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register https://register.fca.org.uk/s/ under reference 440703 and 440718.

We are proud to be a member of Quilter Financial Planning, a national network of advisory firms throughout the UK. The decision to work with Quilter Financial Planning was a straightforward one. The increased scale Quilter Financial Planning provide enables us to negotiate substantial discounts and exclusive rates with leading financial institutions, with all of these preferential terms passed to our clients. Quilter Financial Planning also provide us with the following:

• Well-established relationships with leading financial institutions
•  Our advice guarantee
• Access to the services of renowned industry experts including:
  • Square Mile – an independent investment research and consulting business that undertakes detailed qualitative research, supported by quantitative analysis, aiming to identify funds that are ‘best in class’.
  • Morningstar – an independent investment research and consultancy business with one of the largest and most experienced fund research teams in the UK.
  • Defaqto – a provider of independent financial product, fund and ratings information that maintain’s the UK’s largest retail financial product and fund database.
  • Moody’s Analytics – a world leading organisation providing stochastic information to help clients understand the trade-off between investment risk and potential return.
• The latest in new ideas and propositions for our clients
• Guidance on changes in regulation and legislation
• Systems and operational back up

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

Our fees are outlined in our Terms of Business, however, each individuals’ circumstances are different and therefore we are unable to confirm an exact fee before the initial consultation. You will, however, never be in a position where chargeable work is undertaken before being made fully aware of any associated fees.

Once we understand your objectives, and the advice you require, we will advise you of our fee at which point you can decide if you wish to proceed.

We can meet face to face at our offices based in Bexley, Kent, where we have allocated parking, Tea, coffee and biscuits.

We are also more than happy to arrange a video call or phone call if this better suits your preferences