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Englefield Green Wealth Management Limited

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Rothbury, Tite Hill, Englefield Green, Egham, Surrey, TW20 0NJ
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https://www.mehakbh.co.uk
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FCA Number: 611362
Website Image of Englefield Green Wealth Management Limited

Englefield Green Wealth Management Limited, FCA-regulated under number 611362, delivers comprehensive financial planning services from their base in Egham, Surrey. Specialising in investment management, retirement advice, and final salary pension transfers, the firm is a trusted partner for life's financial milestones. Providing reliable counsel to clients across Surrey and its surroundings areas, they expertly guide individuals towards sound financial decisions. Their location in Rothbury on Tite Hill, Englefield Green, is accessible for local families and professionals seeking personalised guidance. Whether it's planning for pensions or examining investment portfolios, Englefield Green Wealth Management prides itself in offering an approachable and dependable service. Your journey to financial security starts here.

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

Englefield Green 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 Englefield Green Wealth Management Limited from the Motorway

  1. From the M25, at Junction 13, please take the A30 exit towards London West, Hounslow, and Staines. Upon reaching the roundabout, proceed with the second exit, placing you onto A30; this will be heading towards, A308, Bagshot, Egham, and Windsor. Thereafter, make a slight left to continue on A30. Subsequently, merge onto The Glanty or alternatively, A308. Continuing further, make another slight left onto Egham By-Pass, Runnymede Roundabout, The Avenue, or A30. Continue following A30. Finally, upon arriving at Egham Hill Roundabout, take the fourth exit onto Tite Hill.

List of advisers under Englefield Green Wealth Management Limited:

Englefield Green 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

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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.

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