Wealth Planning
Our Wealth Planning service is built entirely around you and your goals in life. It is our job to help you ascertain what these goals are so we can work together to build a financial plan that helps you gain financial security, clarity and peace of mind. Our process will empower you to be in full control whilst we provide our objective guidance and expertise to ensure successful implementation and ongoing management of the plan.
DSW Wealth Planning is a trading name of Dow Schofield Watts Wealth Planning LLP which is an appointed representative of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered Number: OC441562
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
Jonathon Jay