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 FSA 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 IFA business with a focus on creating opportunities for our clients to grow their wealth and 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 include 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 and more sophisticated investors.
If you have any questions relating to this please contact any of our partners.
Woolley Bevis Diplock LLP
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