WealthConnect Financial Planning

Description:
WealthConnect Financial Planning is an independent financial adviser based near the Peak District. Our fully qualified founder, Jamie Sanderson, works with clients across the region, from Leeds to Sheffield. Meetings can take place at home, in one of our private offices or through secure online appointments.

As an independent firm with no ties to banks, insurers or product providers, we research the whole market and recommend solutions that place your interests first. Our advice covers investments and savings, retirement planning, pensions, inheritance tax planning and financial protection. Each recommendation is delivered in a tax-efficient manner.

Book a complimentary 15-minute discovery meeting to explore your financial goals.

List of Services:
Retirement Planning
Financial Planning
Inheritance Tax Planning
Financial Protection
Savings and Investments

Number of Employees:
2

Payment Method:
Invoice

Business Hours:
Mon: 09:00 - 17:00
Tue: 09:00 - 17:00
Wed: 09:00 - 17:00
Thu: 09:00 - 17:00
Fri: 09:00 - 17:00
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
+44 113 512 8022

Contact Email:
[email protected]