WOMBLE BOND DICKINSON WEALTH

Independent financial advice that gives you clarity and confidence now, and for the future

Financial advice you can feel confident in

At Womble Bond Dickinson Wealth, we offer truly independent financial advice with access to a broad spectrum of investment opportunities, products, and strategic insights tailored to your specific needs and circumstances. Working with you to ensure your wealth is protected, given the best opportunity to grow and passed on efficiently to future generations.

Many clients choose to work with us following personal and professional recommendations. It's not just the financial benefits they value; it's the time we take to help them understand their options. Because real financial confidence comes from complete clarity.

Independent thinking, with a network of benefits

Independent financial guidance, shaped by experience and backed by legal insight. It’s a point of view like no other - bringing together innovative financial strategies, with the legal insight to protect them.

From complex transactions to estate planning, we focus on proposing services that are carefully aligned with the latest financial legislation, giving you confidence that your wealth is effectively managed.

If you’d like to explore how our unique perspective could support your future, simply fill in our contact form and one of our advisors will be in touch.

Find out more

Independent thinking, with a network of benefits

If you’d like to explore how our unique perspective could support your future, simply fill in our contact form and one of our advisors will be in touch.

Find out more

Our key services

Retirement advice

Plan for the lifestyle you want with clear, confident advice

Proper retirement planning is crucial to leading a comfortable and fulfilling retirement. Our advisors take the time to understand your goals, assess your current finances, and build a clear plan designed to support your future goals.

From pensions and ISAs to annuities and drawdown, we’ll guide you through the best options to fund your future.

Inheritance and estate advice

Protect your legacy with a structured future for your loved ones

Making Preserving your legacy and planning for a smooth transfer of wealth is essential for the financial protection of your loved ones. Our inheritance and estate planning services help you navigate the complexities of asset distribution, inheritance tax, and estate management.

We’ll work closely with you to create a comprehensive estate plan that reflects your wishes and protects your family's interests.

Investment advice

Effectively manage you wealth with strategies tailored to your goals

Making the right investment decision is crucial to building and protecting your wealth. Our advisors take the time to understand your objectives, risk tolerance, and time horizon.

With access to a wide range of asset classes, from collective investments and bonds to alternative opportunities, we create strategies designed to optimise performance while managing risk. The aim is simple: optimise your investments whilst giving you clarity and confidence in achieving your long-term financial ambitions.

If sustainability matters to you, we can align your investments with your values, offering options that support both growth and positive environmental and social impact.

Protection advice

Plan for life’s surprises and protect your future

Protecting your financial well-being is a cornerstone of smart planning. Our advisors work with you to understand your circumstances and recommend the right mix of cover, from life insurance to critical illness cover.

By assessing your individual needs, we can recommend policies that aim to provide reassurance and help support you and your loved ones during challenging times.

Tax advice

Keep more of what you earn with smart, effective tax strategies

Making Keeping more of what you earn is just as important as growing it. Our tax planning advice helps you minimise liabilities and make the most of your income, all while staying fully compliant with the latest legislation.

From income and capital gains tax to more complex arrangements, we’ll work with you to develop tailored strategies that reflect your goals and provide clarity on how your finances can be structured for the future.

Portfolio review service

A clear and independent review of your investments

Our Portfolio Review is a standalone service available to clients where we do not provide investment advice. It gives you an unbiased view of whether your current strategy truly reflects your financial goals and market conditions.

We provide a detailed analysis of performance, risk, and diversification, helping you sense-check that your advisor is delivering on your needs.

Personal financial director service

A dedicated advisor overseeing every aspect of your financial world

Our Personal Financial Director (FD) Service is like having your own personal CFO, providing you with comprehensive, high-level financial oversight.

From cash flow and reporting to big financial decisions, our Personal FD service helps keep your affairs well-structured and aligned with your long-term goals.

Retirement advice

Plan for the lifestyle you want with clear, confident advice.

Learn more

Inheritance and estate advice

Protect your legacy with a structured future for your loved ones.

Learn more

Investment advice

Effectively manage your wealth with strategies tailored to your goals.

Learn more

Protection advice

Plan for life’s surprises and protect your future.

Learn more

Tax advice

Keep more of what you earn with smart, effective tax strategies.

Learn more

Portfolio review service

A clear and independent review of your investments.

Learn more

Personal financial director service

A dedicated advisor overseeing every aspect of your financial world.

Learn more

Connection to Womble Bond Dickinson LLP

Our firm’s affiliation with Womble Bond Dickinson LLP offers a unique advantage to our clients. This partnership allows us to integrate comprehensive legal insights with our financial advisory services, ensuring a holistic approach to your wealth management. Whether you are navigating complex financial transactions, estate planning, or seeking guidance on regulatory compliance, our collaboration with seasoned legal professionals ensures that you receive well-rounded and informed advice.

The synergy between our financial advisors and the legal experts at Womble Bond Dickinson LLP means that your financial strategies are not only tailored to your goals but also meticulously aligned with the latest legal frameworks. This connection empowers us to offer you solutions that are both innovative and legally sound, providing you with peace of mind and confidence in your financial decisions.

Connection to Womble Bond Dickinson LLP

Our team of experienced advisors is committed to providing independent tailored advice and comprehensive solutions that address your unique needs

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About Womble Bond Dickinson Wealth Limited

Womble Bond Dickinson Wealth Limited is regulated by the Financial Conduct Authority (Firm Reference Number 596652). Content on this website does not constitute any professional advice and so should not be relied on for any purposes. You should consult a suitably qualified professional adviser should you require assistance. Please note that past investment performance is not a guide to future performance. The value of an investment and any income from it may go down as well as up over time and investors may not get back the amount originally invested. Care should be taken to ensure that any financial plan and its underlying components are regularly reviewed to take account of any changes such as personal situation, objectives, tax rates and the variabilities of investment performance and associated charges over time.