About Us

At Wotton Wealth Management we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and provide ongoing support.

We provide personally tailored face to face financial advice in an open, honest and direct fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding.

We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.

Wotton Wealth Management and Quilter Financial Planning

We are proud to be a member of Quilter Financial Planning, a national network of advisory firms throughout the UK. The decision to work with Quilter Financial Planning was a straightforward one. The increased scale Quilter Financial Planning provide enables us to negotiate substantial discounts and exclusive rates with leading financial institutions, with all of these preferential terms passed to our clients.  Quilter Financial Planning also provide us with the following:

  • Well-established relationships with leading financial institutions
  • Our advice guarantee
  • Access to the services of renowned industry experts including:
    • Square Mile – an independent investment research and consulting business that undertakes detailed
      qualitative research, supported by quantitative analysis, aiming to identify funds that are ‘best in class’.
    • Morningstar – an independent investment research and consultancy business with one of the largest and most experienced fund research teams in the UK.
    • Defaqto – a provider of independent financial product, fund and ratings information that maintain’s the
      UK’s largest retail financial product and fund database.
    • Moody’s Analytics – a world leading organisation providing stochastic information to help clients
      understand the trade-off between investment risk and potential return.
  • The latest in new ideas and propositions for our clients
  • Guidance on changes in regulation and legislation
  • Systems and operational back up

The value of the investment can go down as well as up and you may not get back as much as you put in.

Meet Our Experts

Christopher Wotton

Founder & Principal Adviser

Christopher Wotton is the founder and principal adviser of Wotton Wealth Management. He started his career with one of the largest banks in Europe and was quickly recognised for his work ethic and drive. This resulted in him securing various high profile roles within the company, which included being one of the most successful financial advisers in the banks history.

After 6 years Christopher was then headhunted by one of the world’s largest banks. He was once again quickly recognised for his client commitment and the quality of his financial advice and within 2 years Christopher was promoted to the high net worth team. Christopher went on to personally manage funds of over £180,000,000 for the bank.

Christopher currently holds various financial qualifications including The Diploma for Financial Advisers (DipPFS), Chartered Insurance Institute’s advanced qualification in Personal Tax and Trust Planning, Chartered Insurance Institute’s advanced qualification in Pension Planning and The Certificate for Mortgage Advice (Cert CII (MP)). After attaining valuable experience and expertise over the past 10 years, Christopher established Wotton Wealth Management in 2014 to provide financial solutions to individuals and businesses.

Jenna Kirby

Mortgage and Protection Adviser

Jenna Kirby is the Mortgage and Protection adviser at Wotton Wealth Management and holds the Certificate in Mortgage Advice and Practice (CeMap) qualification.  Jenna is dedicated to ensuring our clients receive the most suitable advice for their mortgage and protection needs with a real focus on providing a high level of service.

 

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Transferring out of a final salary pension is unlikely to be in the best interests of most people.

The Financial Conduct Authority does not regulate on Estate Planning.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of your investments and any income from them may go down as well as up and you may not get back the amount originally invested.

Reviews and Ratings for Financial adviser Christopher Wotton, Dartford