Margetts Wealth Management Limited

: Office 1, 50-54 St Paul's Square, Birmingham, West Midlands, B3 1QS

: FCA Number: 453782

Website Image of Margetts Wealth Management Limited

Margetts Wealth Management Limited is a reputable financial planning firm located in the heart of Birmingham at St Paul's Square. They are known for their comprehensive range of services covering life and investments, retirement advice, final salary pension transfers, and financial planning. As a firm regulated by the FCA (453782), Margetts ensures regulated advice tailored to fit your financial needs. With a focus on the West Midlands region, they have consistently provided trusted financial solutions for locals and beyond. Their team of experts is known for being exceptionally approachable, often assisting individuals and families in navigating their financial journey with ease. Trust Margetts Wealth Management for reliable financial guidance.

Their team includes 4 financial advisers. Check FCA registration here.

Margetts 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 Margetts Wealth Management Limited from the Motorway

From the M6 motorway:
At Junction 26, please take the M58 exit towards Skelmersdale, Liverpool, and Southport. Then merge onto the M6.
Maintain your position on the right to stay on the M6. At the point of Junction 11A, take the M6 exit in the direction of Birmingham or the M5. Continue onto the M6, following the signs for Birmingham South and M5 Southwest.
Stay on the right to continue on the M6. Upon reaching Junction 6, exit onto A38 (M) toward East and Central Birmingham. Proceed onto Aston Expressway or A38. Stay on the right to follow Aston Expressway or A38.
Take the left lane to continue on St. Chads Queensway or A4400. Keep to the right to remain on St. Chads Queensway. St. Chads Queensway veers slightly right and transforms into Old Snow Hill or the B4100 route; continue to follow B4100.
Turn left onto Henrietta Street and proceed onto Mary Ann Street. Continue along until you reach St. Paul's Square. Turn right to remain on St. Paul's Square. Your final destination will be on your left.

List of advisers under Margetts Wealth Management Limited:

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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.