Whitfield Wealth Management LTD

: Business First Centre, 23 Goodlass Road, Liverpool, Merseyside, L24 9HJ

: FCA Number: 836982

Website Image of Whitfield Wealth Management LTD

Whitfield Wealth Management Ltd is a reputable financial firm located in Liverpool, Merseyside, offering a wide selection of financial services. Regulated by the FCA (No.836982), we provide life and investment advice, pensions retirement consultation, final salary pension transfers and comprehensive financial planning solutions. Whether based in Liverpool, or neighbouring areas like Greater Manchester, our team assists individuals and businesses in making sound financial decisions. At our hub in Business First Centre, 23 Goodlass Road, we maintain a professional yet welcoming atmosphere prioritizing client-focus and regulated advice. We are often commended for our approachable style, typically serving both first-time buyers and local families. Trust Whitfield Wealth Management Ltd to guide you on your financial journey.

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

Whitfield 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 Whitfield Wealth Management LTD from the Motorway

From the M62, continue onto the M60.
Proceed further onto the M62.
Continue your journey onto Bowring Park Road/A5080.
Make a left turn onto Queen's Drive.
Merge onto Queen's Drive/A5058.
At the roundabout, take the third exit and remain on Queen's Drive/A5058.
At the following roundabout, use the first exit onto Menlove Avenue/A562 and continue on A562.
Proceed onto Speke Hall Road.
Make a right turn onto Goodlass Road.
Next, make a left turn.
Followed by another left turn.
Finally, make a right turn. The destination will be located on your right.

List of advisers under Whitfield Wealth Management LTD:

Whitfield 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.