Wheeler Wicks & Company
A small dedicated team of IFAs who work to develop long term relationships with our clients. We ensure our clients' financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small. Our strength lies in our relationships with clients, which is all about
A small dedicated team of IFAs who work to develop long term relationships with our clients. We ensure our clients' financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small. Our strength lies in our relationships with clients, which is all about people. We have grown over the last twenty years keeping many of our original clients through to today. It's all down to our dedicated, friendly team of people. As Independent Financial Advisers, we are able to offer our clients advice on products from every financial product provider in the UK. Furthermore, we are able to offer specialist expertise in the following areas Investments Ethical Investment Retirement Planning Inheritance Tax Planning Longterm Care Fees Planning Life Assurance and Protection Equity Release Income Protection Our services can be provided either on a fee paying basis or by commission, the choice is yours.
Address: Academy House, 5 Jacksons Lane, Carmarthen, Carmarthenshire SA31 1QD, United Kingdom
Phone: +44 1267 234 391
FAX: +44 1267 220 242
