WELLS

Wells & Co Financial Planning LLP

@wellsandcompany

Winchester, England
http://www.wellsandcofinancialplanning.co.uk
Financial Services

Overview

About Wells & Co Financial Planning LLP

We are a family-run financial planning practice, based in Winchester, Oxford and Mayfair. Professional, experience and committed to building client relationships that last. In a world of faceless apps and call centres, we provide the personal touch.

We work with clients at all stages in their financial journey, from opening a junior ISA to planning the perfect retirement. Our promise is this: unique service, clearly communicated, delivered to an exceptional standard.

The value of your investment can go down as well as up. You could get back less than invested.

SJP Approved 02/02/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Headquarters

Winchester, England

Website

http://www.wellsandcofinancialplanning.co.uk

Company Size

2-10 employees

Industry

Financial Services

Company Type

Partnership

Founded

2015

Specialties

Financial Advice, Financial Planning, Inheritance Tax Planning, Investment Planning, Retirement Planning, and Tax Planning

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