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Welcome to WTK Financial Services Ltd

We provide independent financial planning advice to individuals and companies.

We offer a wide range of services that includes advice on personal and corporate investment, business planning and all types of pension schemes (including employee benefit schemes).

We seek to provide a high quality service that is designed to take care of you over the long term, never losing sight of the fact that we must deliver financial planning strategies that fulfil your requirements.  This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work.

We are proud to have been awarded the title of ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). The award of the Chartered title is strictly controlled and is a measure of the very highest standards of professionalism. We are one of approximately 500 Chartered Financial Planner companies within the UK (the Financial Conduct Authority currently regulates approximately 29,000 firms).

We believe that Chartered status demonstrates the superior quality of our advice and service.


The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.