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our services about us    
what we offer
With over 10 years experience working together with individual clients, corporate clients and trustees, W&TM understands the importance of realising that your lifestyle goals are best achieved through a long term partnering process.

As your partner we work with you to assist in achieving your life goals. Importantly, throughout the planning process we keep you Involved, Informed and In Control. Solutions to your needs are delivered via a structured and disciplined planning process that addresses:

  1. Your lifestyle requirements
  2. Financial outcomes required to deliver this lifestyle
  3. Continual monitoring and review of your progress towards achieving those goals
  4. An ongoing service program tailored to your needs.
  
wealth management programme  
trust review programme  
investment portfolio management  
client charter  
corporate financial planning strategies

Who regulates us?

Wealth & Trustee Management Limited is authorised and regulated by the Financial Services Authority. Our FSA Register number is 454517. Our permitted business is advising on and arranging general insurance, investments and mortgages.

You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234.

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Wealth & Trustee Management Limited
Capitol House, Capitol Walk, High Street, Congleton CW12 1WB
Tel: 01260 292690 | Fax: 01260 292699
Wealth & Trustee Management is authorised and regulated by the Financial Services Authority