Kendall Wadley Wealth is our financial planning and investment advisory arm.
It is operated as a joint venture with The Wealth Group, a privately owned Worcestershire based business.
We offer independent and unbiased financial advice. We are able to consider and recommend a wide range of products and providers to meet your needs and objectives.
Our advisers are accessible: you will meet them in person, you can readily speak to them and you can expect them to be working with you for the long-term.
Our charges are fair and clear and will be agreed with you up front.
What we do
Services can be provided on either an ad-hoc or ongoing basis.
Advisory areas for individuals include:
Financial fact-find and review designed to help clarify financial priorities, objectives and attitude to risk. Using this data, we work with you to develop your investment strategy.
Investments arranged, aligned to your strategy and accompanied by regular performance reviews.
Retirement planning, including pensions.
Tax and estate planning.
Family and individual protection insurance (eg life and critical illness cover).
Services for business include:
Set up, planning and administration of SIPP and SSAS arrangements.
Group pensions administration.
Corporate tax planning.
Partnership and shareholder protection insurance.
Kendall Wadley Wealth Limited, company number 08020388. Registered office: Granta Lodge, 71 Graham Road, Malvern, WR14 2JS. An appointed representative of The Wealth Group Limited which is authorised and regulated by the Financial Conduct Authority, with firm reference number 443827. The Financial Conduct Authority does not regulate taxation and trust advice.