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At Wotton Wealth Management we specialise in personal financial planning. 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 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.
We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.
Wotton Wealth Management and Quilter Financial Planning
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
