Dickens Wealth Management Limited

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44 King Arthur Close, Cheltenham, Gloucestershire, GL53 7EX

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http://partnership.sjp.co.uk/partner/danieldickens

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FCA Number: 933154

Dickens Wealth Management Limited, located near the heart of Cheltenham, is an FCA-regulated financial advisory firm. Operating under registration number 933154, the company is well-established in Gloucestershire and surrounding areas. The team delivers strategic financial planning services, focusing on life investments, pensions retirement advice, and final salary pension transfers. Their vast knowledge and professional acumen help clients navigate their financial journeys comfortably. Often working with individuals and families, Dickens Wealth Management tends to cater specifically to first-time investors and those preparing for retirement. Headquartered at King Arthur Close, Cheltenham, they are known for their professional yet friendly approach, ensuring every client receives tailored advice specific to their situation.

Their team includes 2 financial advisers. Check FCA registration here.

Dickens Wealth Management Limited are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Equity Release
• ✔ Life Insurance

Directions to Dickens Wealth Management Limited from the Motorway

1. From the M5,
2. exit at junction 12 toward Gloucester/A38.
3. Take a slight left to merge onto A430.
4. At the roundabout, select the third exit onto A38.
5. Upon reaching the next roundabout, choose the first exit and remain on A38.
6. Progress onto Bristol Rd/A430, continuing to follow A430.
7. At the subsequent roundabout, opt for the first exit.
8. At the ensuing roundabout, take the first exit,
9. followed by the first exit at the next roundabout onto Hempsted Ln/A430; keep following A430.
10. Stay left to continue on Over Causeway/A417.
11. At Over Roundabout, choose the third exit onto A40.
12. At the forthcoming roundabout, take the second exit and carry on with A40.
13. At Elmbridge Ct, select the second exit and continue on A40.
14. At Arle Court Roundabout, opt for the third exit onto Gloucester Rd/A40.
15. Choose the second exit at the next roundabout and stay on Gloucester Rd/A40, continuing to follow A40.
16. Take a slight right onto Lansdown Rd/A40.
17. Turn left onto Andover Rd/A40, continuing to follow A40.
18. At the following roundabout, opt for the second exit onto Old Bath Rd.
19. At the next roundabout, select the first exit onto Charlton Park Dr.
20. Turn left onto King Arthur Cl - your destination will be on the right.

List of advisers under Dickens 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.