Wealthplan LTD

: 23 Market Street, Chorley, Lancashire, PR7 2SY

: FCA Number: 970980

Wilford Smith Financial Ltd, a reputable firm based in Barnet, Greater London, is highly regarded for providing reliable financial planning and regulated advice. Their team of dedicated experts specialize in various segments, including life insurance, investments, pensions retirement advice, and final salary pension transfers. As an FCA-regulated company (registration number 970980), they extend their exceptional services to the surrounding regions, ensuring that clients receive comprehensive, client-focused solutions. Conveniently located at Beauchamp Court, their professional yet approachable demeanour makes them a preferred choice for both first-time investors and experienced clientele. Trust Wilford Smith Financial Ltd for tailored financial advice that aligns with your unique goals.

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

Wealthplan LTD 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 Wealthplan LTD from the Motorway

From the M25:
At Junction 24, proceed to the A111 exit indicating Potters Bar.
Upon reaching Potters Bar Interchange, continue to the fourth exit onto Southgate Road / A111.
Take a left at Hill Rise.
Followed by another left at Barnet Road / A1000. Please continue on A1000 route.
Subsequently, make a left onto Moxon Street.
Make a right onto Victors Way.
Finally, turn right onto Beauchamp Court. Your destination will be situated on your left.

List of advisers under Wealthplan LTD:

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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.