Lee Dunkley Wealth Management LTD

: 9 High Street, Wellington, Somerset, TA21 8QT

: FCA Number: 926751

Website Image of Lee Dunkley Wealth Management LTD

Lee Dunkley Wealth Management LTD, located in Wellington, Somerset, offers FCA-regulated advice on various financial matters, with a focus on life insurance, investments, pensions retirement advice, and final salary pension transfers. Their FCA registration - number 926751 - demonstrates their standing as a trustworthy firm in the financial industry. Providing services to the Greater Wellington area, they have built a reputation for delivering financial planning solutions tailored to each client's unique needs. Their office, situated at High Street, is easily accessible for consultations. With their professional yet approachable style, the firm is typically sought out by local families seeking reliable financial guidance. Trust Lee Dunkley Wealth Management LTD for comprehensive financial planning services.

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

Lee Dunkley 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 Lee Dunkley Wealth Management LTD from the Motorway

From the M5 motorway:
Depart at Junction 17, opting for the Cribbs Causeway/A4018 exit towards Bristol (W).
Upon reaching the Cribbs Causeway Interchange, select the fourth exit leading onto Merlin Rd.
Proceed forward onto Exit 17, heeding signs for Avonmouth/M5.
Merge accordingly onto the M5 motorway.
At Junction 26, take the exit in the direction of Wellington/A38.
Arriving at the Chelston Interchange, choose the third exit that leads onto the A38.
When you reach the Chelston Roundabout, opt for the second exit which leads onto Taunton Rd/B3187. Proceed through one roundabout.
Arriving at the subsequent roundabout, take the first exit but remain on Taunton Rd/B3187 as you continue to follow B3187. Your destination will subsequently be located on the right.

List of advisers under Lee Dunkley 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.