Adeptio Wealth Management LTD

: 5th Floor, Walker House, Exchange Flags, Liverpool, Merseyside, L2 3YL

: FCA Number: 807866

Website Image of Adeptio Wealth Management LTD

Located in the heart of Liverpool, Adeptio Wealth Management Ltd provides reliable and regulated financial advice. As a trusted name in life investments, pensions, retirement advice, final salary pension transfers, and comprehensive financial planning, Adeptio specializes in offering tailored services for varying financial needs.The firm is recognized by the FCA under registration number 807866, further affirming its commitment to a transparent and trustworthy approach. With coverage extending across Merseyside and surrounding regions, they continue to guide clients towards smart financial decisions. You can find them on the 5th Floor of Walker House, Exchange Flags, Liverpool. Approachable yet professional, Adeptio Wealth Management Ltd stands as a credible choice for your financial guidance.

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

Adeptio 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 Adeptio Wealth Management LTD from the Motorway

From the M53:
At Junction 5, take the A41 exit in the direction of North Wales/Q'Ferry/Eastham. Merge onto the M53 toll road. Proceed onto the A59 by following the signs for Liverpool. This is also a toll road. Take the ramp leading to the City Centre/Manchester/Widnes/M62/A561/Liverpool Airport. This, too, is a toll road. Proceed by merging onto Scotland Road, also known as A59. Gradually shift right onto Leeds Street, also known as A5036/A5053. Make a left turn onto Vauxhall Road, or A5038. Make a subsequent right turn onto Tithebarn Street, or A5046, and continue on this route. Your destination will be found on your left side.

List of advisers under Adeptio Wealth Management LTD:

Adeptio 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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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.