Whittet Wealth Management LTD

: 20 Robin Lane, Bentham, Lancaster, North Yorkshire, LA2 7AB

: FCA Number: 1036926

Whittet Wealth Management Ltd is a trusted name in financial planning, holding the FCA registration number 1036926. Based in the picturesque locale of Bentham, North Yorkshire, it's within easy reach of the bustling Lancaster city. This firm excels in offering regulated advice on life and investments for individuals looking to secure their financial future. Their specialisation also includes pensions retirement advice and final salary pension transfers, assisting clientele to plan and manage their finances better. With a regional coverage that spans across Grey County, they cater to a varied clientele, aiding them in navigating their financial paths. Their office is located at 20 Robin Lane, lending a comfortable and approachable environment for all clients. Their dedication to providing client-focused service really sets them apart in the wealth management sphere.

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

Whittet Wealth Management 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 Whittet Wealth Management LTD from the Motorway

From the M6, merge onto M6.
At Junction 34, exit towards Kirkby Lonsdale, Heysham, Morecambe, A683, Lancaster, and A589.
Take a slight right leading towards Lune Valley Interchange/A683.
Turn right onto the Lune Valley Interchange/A683.
Ensure to keep left to continue on A683.
Turn right onto B6480.
Finally, turn left onto Robin Lane. Your destination will be on the right.

List of advisers under Whittet Wealth Management LTD:

Whittet Wealth Management LTD 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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