How we work
Wotton Wealth Management is a forward thinking company which puts clients at the heart of everything we do. We believe in providing comprehensive financial advice and we take the time to really understand your objectives and explain our specialist knowledge in a way you can understand.
When reviewing your circumstances the style and frequency of the ongoing relationship may vary. The main purpose of this is to monitor your ongoing position and ensure that whatever has been recommended initially, continues to meet your objectives, and if it doesn’t and something needs changing we’ll inform you and provide reasons for this. Through regular reviews we can also develop our planning strategies over time to take into account changes in economic conditions, taxation and legislation.
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.