About Woollacott Wealth Management...
Woollacott Wealth Management provides a Chartered Independent Financial Adviser service, located in the heart of Devon, by home visit or video call.
Who we can help:
- Young Families
- Individuals Saving Towards Retirement
- Individuals in Retirement
- Business Owners
We can help you set-up and manage:
- Pensions
- Pension Consolidation
- Stocks & Shares ISAs
- Junior ISAs
- Investment Accounts
With over 15 years experience in financial services working for National Wealth Management firms, such as Lloyds Private Banking and Courtiers Wealth Management, as well as Davidsons IFA - a local Independent Financial Adviser based in Okehampton, the level of service, value for money and relationships built through the local IFA surpassed anything clients received from larger firms.
Past experience as a Portfolio Manager for Davidsons IFA in Okehampton has provided the expertise to build bespoke portfolios for clients which matches their risk profile and objectives.
Choosing a local IFA over a larger firm can offer several advantages. IFAs can provide a more personalised and tailored service, as they typically have fewer clients and can dedicate more time and attention to each one. This can lead to a deeper understanding of your individual financial situation and goals. Additionally, IFAs are usually more flexible and responsive, allowing for quicker adjustments to your financial plan as your circumstances change. They also tend to build long-term relationships with their clients, fostering trust and continuity. In contrast, larger firms might have more resources, but their services can sometimes feel impersonal and less adaptable to specific needs. Overall, the bespoke service and close client-adviser relationship offered by IFAs such as ourselves can make them a preferable choice for many individuals seeking financial guidance.
Contact us with any questions or to arrange a free, no-obligation meeting to see if we can help you meet your financial goals.
Memberships and Qualifications
Chartered Member of the PFS
- CII Level 6 Advanced Diploma in Financial Planning
- CII Level 4 Diploma in Financial Planning
- CII Level 4 Certificate in Securities Advice and Dealing
- CII Level 4 Certificate in Discretionary Investment Management
- CII Level 3 Certificate in Investment Operations
- CII Level 3 Certificate in Regulated Financial Services Operations
- CII Level 3 Award in Financial Administration
IMC Member of the CFA UK
- CFA Investment Management Certificate Level 4
- CFA Investment Management Certificate Level 3
Super friendly and helpful explained everything so well. He filled us with confidence and has lots of knowledge. Thank you so much Andy!
Rebecca, Wedding Hair and Make-up in Devon.
Andrew replied to my emails quickly, and provided me with all the information I needed. Very pleased with the service he provided, would recommend to anyone.
D Nicholls
Quality, helped me raise my previous pension from another company. Approachable and able to fit into my work pattern. Fully recommended
I Winsor
Andrew took time to understand our financial situation and what we where hoping to achieve, then gave us clear options and advice. explaining things in a way we understood. He was professional and approachable throughout. We would highly recommend his services.
Elisha H