Over the last 15 years we have dedicated our time to providing high standards of customer service and satisfaction through the provision of financial advice.
Our clients are based throughout London and the home counties and are typically:
• busy individuals of all ages planning for retirement and looking to invest in a tax efficient way;
• small and medium sized business owners at all stages of the business cycle;
• families looking to protect themselves and their loves ones, now and in the future.
Our advice covers all areas of wealth management, including, but not limited to, retirement planning, wealth protection, savings and investment planning. More details are available on our website at http://www.sjpp.co.uk/lyndsaywolfe/index.html
As an Associate Partner Practice of St. James’s Place Wealth Management based in London, our emphasis is on maintaining long-term relationships with our clients and providing them with a source of trusted advice for all their financial planning needs.
If you would like to discuss any of the above areas, please feel free to email Lyndsay on lyndsay.wolfe@sjpp.co.uk. We look forward to speaking to you soon.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Wolfe Wealth and Financial Planning 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). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives.
Company Details
- Employees
- 1
- Address
- 23 Kingsway, York House,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.wolfewealth.co.uk/
- Keywords
- Wealth Management, Financial Planning, Investments, Pensions, Savings, Life Insurance, Mortgages, Financial Advice.
- HQ
- London, England
- Competitors
- Aspirations Financial Planning, Best Financial Advisor, Moss and Company - Financial Planning Consultants, Median Financial, Tailored Financial Planning Ltd, Golden Acorn Financial Planning, Transform Financial Planning, Truth Financial Planning, Financial Planning Hub, Woodlands Financial Planning Ltd.
Wolfe Wealth & Financial Planning Ltd Questions
Wolfe Wealth & Financial Planning Ltd's website is https://www.wolfewealth.co.uk/
Wolfe Wealth & Financial Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/wolfewealth
Wolfe Wealth & Financial Planning Ltd has
1 employees.
View email and phone details for 1
employees at Wolfe Wealth & Financial Planning Ltd.
Wolfe Wealth & Financial Planning Ltd's industry is
Financial Services
Wolfe Wealth & Financial Planning Ltd's top competitors are
Aspirations Financial Planning,
Best Financial Advisor,
Moss And Company - Financial Planning Consultants,
Median Financial,
Tailored Financial Planning Ltd,
Golden Acorn Financial Planning,
Transform Financial Planning,
Truth Financial Planning,
Financial Planning Hub,
Woodlands Financial Planning Ltd.
Wolfe Wealth & Financial Planning Ltd's categories are Financial Services
