Financial Advice from Woolley Bevis Diplock Wealth Management Limited
We are excited to let you know that together with Carpenter Box Wealth Management LLP (CBWM) we have formed Woolley Bevis Diplock Wealth Management Limited (WBDWM), an independent financial advice service.
Following a series of discussions with CBWM we have created a joint venture with them in order to provide quality financial advice to our clients in a structured way.
With effect from 1st January 2010, WBDWM became an appointed representative of CBWM and is authorised by the Financial Services Authority to provide regulated independent financial advice. All administrative matters specific to WBDWM are carried on from CBWM’s offices in Worthing.
We are committed to establishing a leading independent financial advice business with a focus on creating opportunities for our clients to grow their wealth and on protecting that wealth by way of independent financial planning and tax mitigation strategies. We are fortunate that CBWM possesses high quality financial advisers who will now extend their advisory role to include advising clients of WBDWM.
The benefit to our clients includes the ability to draw on an even wider range of knowledge when requesting advice in the future. As well as offering regulated financial advice across the investment, pension, protection, inheritance tax and estate planning sectors for those individuals who have needs in such areas, WBDWM also provides advice in respect of unregulated tax and investment products for the benefit of high net worth individuals and more sophisticated investors.
Please contact Simon Fox or Kate Scrace at Woolley Bevis Diplock Wealth Management Limited by:
- info@wbdwm.com
- 01903 534587
- 17a, Buckingham Road, Worthing BN11 1TH
Alternatively, you may speak to any of the partners of Woolley Bevis Diplock LLP.
Woolley Bevis Diplock Wealth Management Limited (FSA Regn. No. 515456) is an appointed representative of Carpenter Box Wealth Management LLP which is authorised and regulated by the Financial Services Authority.
Clients of Woolley Bevis Diplock Wealth Management Limited have the benefit of the Financial Services Compensation Scheme; but they are not entitled to the statutory protections available to clients of solicitors regulated by the Solicitors Regulation Authority.
Woolley Bevis Diplock Wealth Management Limited is a separate legal entity and independent of Woolley Bevis Diplock LLP.
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