About Wealth Planning Associates
Wealth Planning Associates provide tailored solutions covering all aspects areas of financial planning, from investments and pension advice to mortgages.
Wealth Planning Associates Description
Our main ethos at Wealth Planning Associates is customer care – the success of which means that our core business now comes from our existing clients and client recommendations. With our head office in Canterbury, and advisers in a variety of locations, we are able to offer clients advice throughout Kent, London and the surrounding areas.
Our advisers are highly trained, with some of the team specialising in more complex financial areas. Our established professional introducers recognise that we pride ourselves in offering professional, impartial advice to all of our clients even if this is just giving them the reassurance that the financial products they already have are indeed the best available to them. The success of our business is based on long-term relationship with our clients, and therefore treating customers professionally and fairly will ensure both our clients and the business benefit now and in the future.