M&d Wealth Management Limited

: FCA Number: 928451

Website Image of M&d Wealth Management Limited

M&D Wealth Management Limited, situated in Old Basing, operates with an FCA registration number of 928451 ensuring a robust and regulated approach to financial planning. With expertise spanning across various segments like life insurance, investments, and retirement advice including final salary pension transfers, the firm is dedicated to delivering personalized solutions adapted to individual needs. The team's regional footprint extends throughout Hampshire and surrounding areas, catering primarily to those near the major city of Greater Manchester. Located at 37 Milkingpen Lane, this professional, yet approachable team is often praised for making financial decisions less daunting for newcomers, and routinely earns the loyalty of local families looking for trusted financial guidance.

Their team includes one financial adviser. Check FCA registration here.

M&d Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to M&d Wealth Management Limited from the Motorway

From the M3:
At junction 5, take the B3349/A287 exit to Hook.
At the roundabout, select the third exit onto A287.
Turn left onto London Road/A30.
Continue straight to remain on London Road/A30.
Take a right turn onto Hatch Lane.
Followed by a right onto Milkingpen Lane. The destination will be on your right.

List of advisers under M&d Wealth Management Limited:

M&d Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.