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About WTK

As a firm of chartered financial planners, 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.

 

Our journey

& our vision

Our mission is to build enduring and trusting client relationships. We will do this while treating our clients fairly by delivering a fair outcome and a first class business service.

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 our very highest standards of professionalism. We are one of only approximately 900 Chartered Financial Planner companies within the UK (the Financial Conduct Authority currently regulates approximately 4700 IFA firms). We believe that Chartered status demonstrates the superior quality of our advice and service.

“Our Team – Creating, Managing and Protecting Your Wealth”

 

Mark Wignall - Practice Manager

Who we are

& what we do

Management

Financial Advisers

Paraplanners

Client Support Team