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    • Home
    • About Us
    • You
    • Pensions
    • ISAs
    • GIAs
    • Allowances
    • Privacy Notice
    • Contact
  • Home
  • About Us
  • You
  • Pensions
  • ISAs
  • GIAs
  • 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

Independent Financial Adviser/IFA Service for your Pension, ISA and Investment Advice Journey Located in the Heart of Devon.

Contact Us

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

Independent Financial Adviser/IFA Service for your Pension, ISA and Investment Advice Journey Located in the Heart of Devon.

Contact Us

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 Woollacott Wealth Management

Who We Can Help

Young Families

Individuals In Retirement

Individuals Pre-Retirement

  • Savings and Investment Plans
  • Junior ISAs
  • School and University Fee Planning
  • Pension Planning

Individuals Pre-Retirement

Individuals In Retirement

Individuals Pre-Retirement

  • Retirement Planning 
  • Pension Consolidation 
  • Pension Contributions and Tax Relief
  • Cashflow Modelling and Retirement Forecasting

Individuals In Retirement

Individuals In Retirement

Individuals In Retirement

  • Pension Drawdown and Income Management
  • Reviewing and Managing Retirement Investments
  • Tax-Efficient Withdrawal Strategies
  • Inheritance Tax and Estate Planning

Business Owners

Individuals In Retirement

Individuals In Retirement

  • Director Pension Contributions
  • Pension Planning for Directors and Business Owners
  • Tax-Efficient Extraction of Profits

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

Quarterly Updates & Articles

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 and investment goals.

Dolton, Devon, UK

info@woollacott-wm.co.uk 07770787641

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Woollacott Wealth Management Limited (FCA No.1049176) is an Appointed Representative with Julian Harris Adviser Network Limited (FCA No.304155) 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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