Kerseys Wealth Management

Independent Financial Advice

  • Personal financial planning
  • Investment of personal and trust funds
  • Tax and investment planning for personal injury awards
  • Pension planning for individuals and businesses
  • Financial solutions for estate planning
  • Pensions and divorce and collaborative divorce
  • Mortgages and equity release: See the attached flyers for more information. KWM Mortgage Flyer and KWM Equity Release Flyer
  • Financial protection for businesses and owners

The services of Kerseys Wealth Management Limited are not the services of Kerseys Solicitors. However, the equity partners in Kerseys Solicitors have shareholdings in Kerseys Wealth Management Limited. Kerseys Solicitors are authorised and regulated by the Solicitors Regulation Authority.

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren’t able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at https://www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123. 

Kerseys Wealth Management Leaflet

Kerseys Wealth Management Limited

Company Number 7006087

4 Constable Court
The Street
Belstead
IP8 3LY

T: 01473 731865
F: 01473 731999
E: info@kerseys-wealth.co.uk

Kerseys Wealth Management Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.

Need some more help with a legal matter?

Call us today and see how our solicitors can help you. Call on 01473 213311