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Wealthwise Financial Management Limited

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29 Dreyer Close, Rugby, Warwickshire, CV22 7SX
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FCA Number: 937281

Wealthwise Financial Management Limited is a Rugby-based firm providing robust financial solutions to its clientele. As an FCA-regulated entity (registration no. 937281), we excel in devising tailored strategies in life insurance, investments, and pensions retirement advice. Our expertise extends to final salary pension transfers and comprehensive financial planning, ensuring your financial future is secure. Conveniently located on Dreyer Close, we primarily serve the Warwickshire region and surrounding areas. We take pride in being both professional and approachable, regularly assisting local families and businesses to make sound financial decisions. Choose Wealthwise for a trusted, transparent, and transformative financial partnership.

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

Wealthwise Financial 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 Wealthwise Financial Management Limited from the Motorway

  1. From the M1:
  2. At Junction 20, take the A4303 exit towards Lutterworth, Rugby, and A426. At the Misterton Interchange, take the third exit onto Lutterworth Road/A4303. When you reach the Sir Frank Whittle Roundabout, take the first exit onto Rugby Road/A426.
  3. Upon arriving at a roundabout, please take the third exit onto A426. As you approach the following roundabouts, always take the second exit and continue on A426. Afterwards, you will need to take the second exit onto Leicester Road/A426.
  4. Upon reaching the Kipling Roundabout, take the second exit and stay on Leicester Road/A426. Pursue this path at the following roundabouts, always taking the second exit and continuing on Leicester Road/A426. Subsequently, take the second exit onto Newbold Road/A4071.
  5. When you arrive at another roundabout, take the first exit onto A4071. At the subsequent roundabout, take the first exit onto Parkfield Road/A4071 and continue to follow A4071.
  6. Turn left onto Bilton Lane. At the next roundabout, proceed straight onto Lawford Lane. Then, turn left onto Frobisher Road. You will need to make another left to stay on Frobisher Road. Once completed, turn left onto Cornwallis Road.
  7. Finally, turn right onto Dreyer Close. Make a subsequent right to stay on Dreyer Close, your destination will be on the left.

List of advisers under Wealthwise Financial Management Limited:

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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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