Willcox Wealth Management Limited

: 30 Lombard Street, London, City of London, EC3V 9BQ

: FCA Number: 842357

Website Image of Willcox Wealth Management Limited

As a trusted name in wealth management, Willcox Wealth Management Limited based near the heart of London, provides regulated financial planning services across the greater area. With FCA registration number 842357, their expertise covers an array of segments including life investments, pensions retirement advice, final salary pension transfers, and overall financial planning. Their approachable team in Lombard Street, ensures your financial future is in good hands. Serving clients with diverse needs, they are especially favoured by those seeking a secure retirement or navigating complex investment landscapes. Whether you're a first-time investor or an experienced player, Willcox Wealth Management Limited ensures your financial vision is realised.

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

Willcox 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 Willcox Wealth Management Limited from the Motorway

From the M1, exit at junction 2 onto Barnet Bypass/Great North Way/A1. Proceed straight onto Barnet Bypass/North Circular Road/Great North Way/A406. Continue following the North Circular Road/A406. Slight right onto Falloden Way/A1. Continue to follow Falloden Way. Transition onto Lyttelton Rd, and then onto Aylmer Road/A1.
Make a right turn onto Archway Road/A1, followed by another right turn onto St John's Way/A1. St John's Way/A1 subtly veers right, becoming Junction Road. Slight left onto Brecknock Road/A5200 — continue along A5200.
Keep right to continue on York Way/A5200. Note that York Way/A5200 turns left, morphing into Wharfdale Road/A5203. Proceed to make a right turn onto Caledonian Road/A5203, followed by a left turn onto Pentonville Road/A501.
Subtly veer right onto King's Cross Road/A201. Maintain course to stay on King's Cross Road/A201, following A201. You will be entering a toll zone, exiting in 450 meters, reentering in 500 meters at Attneave Street, exiting again in 900 meters and reentering in 950 meters at Ray Street.
Make a left turn at Ludgate Circus onto Ludgate Hill, exiting the toll zone and subsequently reentering. Proceed onto St. Paul's Churchyard, and then onto Cannon Street, exiting the toll zone in 250 meters at Bow Lane and reentering in 700 meters.
Subtly veer right onto Eastcheap. Make a left turn onto Philpot Lane, followed by a right turn onto Fenchurch Street. Make a right turn onto Mincing Lane, exiting the toll zone and reentering shortly after.
Turn right onto Great Tower Street, proceed onto Eastcheap, and continue straight onto King William Street. Make a right turn onto Nicholas Lane, another right turn onto Lombard Street, and your destination will be on the right.

List of advisers under Willcox Wealth Management Limited:

Willcox 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.