info@guildfordwealth.co.uk

Guildford Wealth Management Limited provides a tailor-made financial planning service for all your financial needs, including:

Personal Financial Planning

  • Inheritance Tax Planning
  • Investment
  • Corporate Planning
  • Protection
  • Pensions 
  • Mortgages

"With twenty years banking experience culminating in a period as an account manager with Messrs Coutts & Co, the Queen's bankers, I spent twelve years in financial services with Friends Provident, before forming my own independent financial adviser company, Guildford Wealth Management Ltd.

Whilst corporate life and pension schemes and inheritance tax mitigation are my specialist areas, I am also active in the pensions market (where I hold the advanced G60 qualification) and general protection (life assurance/income protection) together with the investment market and mortgages."

Graham Ellwood, Managing Director

 To contact Guildford Wealth Management, call 01483 300777 or email info@guildfordwealth.co.uk
   

Guildford Wealth Management Limited is an appointed representative of Sage Financial Services Limited, which is authorised and regulated by the Financial Services Authority.

 

Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.

 

The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime. The FSA do not regulate will writing services or some forms of mortgages and tax planning services.

 

Guildford Wealth Management Ltd, Registered in England No. 05010154. Registered Office The Clock House, 140 London Road, Guildford, Surrey GU1 1UW