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Woollacott Wealth Management Limited

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Beech House, Rectory Road, Dolton, Winkleigh, Devon, EX19 8QL
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FCA Number: 1049176

Situated in Winkleigh, Devon, Woollacott Wealth Management Limited is a leading financial planning firm serving the surrounding areas. Regulated by the FCA under number 1049176, their key services include life, pensions retirement advice, investments, final salary pension transfers and wide-ranging financial planning. Known for providing regulated advice tailored to individual needs, they ensure secure and promising future for their clients. The company, located at Beech House, Rectory Road, Dolton, offers an approachable and professional environment suitable for both first-time investors and seasoned financiers. Trustworthy and distinctive, Woollacott Wealth Management Limited prides itself on its focus on client satisfaction and solid financial strategies.

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

Woollacott 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.

List of advisers under Woollacott Wealth Management Limited:

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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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