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    • Home
    • About
    • Pensions
    • ISAs
    • GIAs
    • Protection
    • Clients
    • Allowances
    • Privacy Notice
    • Contact
  • Home
  • About
  • Pensions
  • ISAs
  • GIAs
  • Protection
  • Clients
  • Allowances
  • Privacy Notice
  • Contact

Woollacott Wealth Management - Independent Financial Advisers

Woollacott Wealth Management - Independent Financial AdvisersWoollacott Wealth Management - Independent Financial AdvisersWoollacott Wealth Management - Independent Financial AdvisersWoollacott Wealth Management - Independent Financial Advisers

An Independent Financial Advisory Service for your ISA, Pension and Investment Journey Located in the Heart of Devon.

Get in Touch

Woollacott Wealth Management - Independent Financial Advisers

Woollacott Wealth Management - Independent Financial AdvisersWoollacott Wealth Management - Independent Financial AdvisersWoollacott Wealth Management - Independent Financial AdvisersWoollacott Wealth Management - Independent Financial Advisers

An Independent Financial Advisory Service for your ISA, Pension and Investment Journey Located in the Heart of Devon.

Get in Touch

Welcome...

Whether you’re looking to invest, save for retirement, or manage your wealth, we are here to guide you every step of the way.  Explore our wide range of services and discover how we can help you reach your financial goals with confidence and peace of mind.

About Us

Plan Your Investment Journey Today!

Pensions

General Investment Accounts

Pensions

  • Personal Pensions
  • Flex-Access Drawdown
  • UFPLS
  • Income Drawdown
  • Pension Consolidation


ISAs

General Investment Accounts

Pensions

  • Cash ISAs
  • Stocks & Shares ISAs
  • Junior ISAs
  • Lifetime ISAs

General Investment Accounts

General Investment Accounts

General Investment Accounts

  • Investment Funds
  • Direct Equities/Shares
  • Investment Trusts
  • Exchange Traded Funds (ETFs)

Protection

General Investment Accounts

General Investment Accounts

  • Whole of Life Insurance
  • Term Insurance
  • Critical Illness Cover
  • Income Protection
  • Family Income Benefit

Useful Links and Information

Client Logins

Privacy Notice

Client Logins

  • abrdn Elevate
  • Aegon/Cofunds
  • AJ Bell
  • Aviva
  • Fidelity
  • Quilter
  • Royal London
  • Scottish Widows
  • Standard Life


Allowances

Privacy Notice

Client Logins

  • Inheritance Tax
  • Capital Gains Tax
  • Personal Allowance
  • Personal Savings Allowance
  • Dividend Allowance
  • Marriage/Civil Partnership Allowances

Privacy Notice

Privacy Notice

Privacy Notice

  • Personal Data
  • Who are we
  • Processing Personal Data
  • Sharing Personal Data
  • Your Rights


Contact Us

Get In Touch Today

Contact us with any questions or to arrange a no-obligation meeting to see if we can help you with your financial goals.

Dolton, Devon, UK

info@woollacott-wm.co.uk

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Woollacott Wealth Management (FCA No.1049176) is an Appointed Representative with Julian Harris Financial Consultants (FCA No.153566) which is authorised and regulated by the Financial Conduct Authority.


The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.

  

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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