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WOTTON WEALTH MANAGEMENT LIMITED

Company
WOTTON WEALTH MANAGEMENT LIMITED (09097953)

WOTTON WEALTH MANAGEMENT

Phone: +44 (0)1322 404 854
A⁺ rating

ABOUT WOTTON WEALTH MANAGEMENT LIMITED

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.

Wotton Wealth Management and Intrinsic Financial Services

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

Access to the services of Morningstar OBSR, an independent investment research and consultancy business with one of the largest and most experienced fund research teams in the UK market

Access to the services of Barrie & Hibbert, a world leading organisation who provide financial risk modelling information. The company, who are part of Moody’s, offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management

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.

Christopher currently holds various financial qualifications including The Diploma for Financial Advisers (DipFA), 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 to provide financial solutions to individuals and businesses.

Wotton Wealth Management Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (

Wotton Wealth Management Limited registered in England and Wales. Registered address Unit 4a/5a Kent House, Old Bexley Business Park, 19 Bourne Road, Bexley, Kent, England, DA5 1LR Incorporation number 09097953.

KEY FINANCES

Year
2017
Assets
£79.5k ▲ £53.8k (209.40 %)
Cash
£54.04k ▲ £38.35k (244.35 %)
Liabilities
£40.95k ▲ £15.64k (61.81 %)
Net Worth
£38.55k ▲ £38.16k (9,861.24 %)

REGISTRATION INFO

Company name
WOTTON WEALTH MANAGEMENT LIMITED
Company number
09097953
Status
Active
Categroy
Private Limited Company
Date of Incorporation
23 Jun 2014
Age - 10 years
Home Country
United Kingdom

CONTACTS

Website
www.wottonwealth.co.uk
Phones
+44 (0)1322 404 854
01322 404 854
Registered Address
UNIT 4A/5A KENT HOUSE,
OLD BEXLEY BUSINESS PARK, 19 BOURNE ROAD,
BEXLEY,
KENT,
ENGLAND,
DA5 1LR

ECONOMIC ACTIVITIES

70221
Financial management

LAST EVENTS

21 Sep 2016
Registered office address changed from 23 East Woodside Bexley Kent DA5 3PG to Unit 4a/5a Kent House Old Bexley Business Park, 19 Bourne Road Bexley Kent DA5 1LR on 21 September 2016
02 Aug 2016
Total exemption small company accounts made up to 30 June 2016
15 Jul 2016
Annual return made up to 23 June 2016 with full list of shareholders Statement of capital on 2016-07-15 GBP 100

See Also


Last update 2018

WOTTON WEALTH MANAGEMENT LIMITED DIRECTORS

POMFREY ACCOUNTANTS LTD

  Acting
Appointed
23 June 2014
Role
Secretary
Address
Unit 42, The Coach House, St Mary's Business Centre, 66-70 Bourne Road, Bexley, Kent, England, DA5 1LU
Name
POMFREY ACCOUNTANTS LTD

Chrstopher Wotton

  Acting
Appointed
23 June 2014
Occupation
Financial Planning
Role
Director
Age
39
Nationality
British
Address
Unit 4a/5a Kent House, Old Bexley Business Park, 19 Bourne Road, Bexley, Kent, England, DA5 1LR
Country Of Residence
England
Name
WOTTON, Chrstopher

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Excellent according to the company’s financial health.