Wellington Wealth Information

Boutique wealth management for the discerning individual. We are a firm of independent financial advisers who are authorised by the Financial Conduct Authority 717874. We offer wealth creation, wealth protection, wealth management and wealth preservation services to private individuals, predominantly business owners, professionals and family groups, who are progressing quickly in their careers or have high aspirations for the future. Our services include, but are not limited to holistic financial planning, investments, retirement planning & inheritance tax mitigation Every investment carries an element of risk and investments can go down as well as up. Advice is given on an individual basis and the correct advice for one individual is not necessarily the good for another individual.