Specialised Wealth Management LTD

: 9 Crown St, Swinton, Mexborough, South Yorkshire, S64 8NB

: FCA Number: 544757

Specialised Wealth Management Ltd, based on Crown St, Swinton and regulated by the FCA (544757), is a prominent financial planner covering South Yorkshire and surrounding areas. Specialising in life investments, pensions retirement advice, final salary pension transfers, and financial planning, this firm offers tailored services to meet individual financial goals. The team brings local knowledge and vast experience to deliver regulated advice in an approachable manner. With its client-focused approach, Specialised Wealth Management often assists families and first-time investors alike, helping them make informed decisions about their finances. Trust in this South Yorkshire-based firm for comprehensive financial solutions.

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

Specialised 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 Specialised Wealth Management LTD from the Motorway

From the M1, take the M69 ramp towards Birmingham and Coventry. Upon reaching the roundabout, proceed to the fourth exit leading to the M1 ramp with signs pointing to Nottingham, Newark, and Leicester (North). From there, join the M1.
At junction 32, follow the M18 exit heading to Hull, Doncaster, and Rotherham (East). Proceed onto the M18. At the first junction, take the A631 exit to Rotherham.
Upon reaching Bramley Roundabout, use the first exit, leading onto Bawtry Road or A631. Turn right onto Church Lane. At the ensuing roundabout, take the first exit onto Main Street or B6093. Continue to another roundabout, taking the second exit onto Brook Lane or B6093. Remain on B6093.
Turn right onto Doncaster Road or A630. Subsequently, turn left onto Kilnhurst Road or B6090; continue on the same route.
Take a right turn onto Highthorn Road, then proceed onto Fitzwilliam Street. Make a slight right onto Milton Street. Afterwards, turn right onto Church Street or A6022.
Lastly, turn left onto Queen Street and then another left onto Crown Street. Your desired destination will be situated on the right.

List of advisers under Specialised Wealth Management 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.