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01646 650 004

Advice & Planning Process

 Whether we are providing advice to an individual or a business, the financial planning process is the same:

As a financial planning business, we are focussed on helping you understand and plan for your financial future. By working with you we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives. In practical terms, our review process is as follows:



Wealth Management

01646 650 004

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The value of investments can go down as well as up and you may receive back less than you originally invested.


Willcox Financial Ltd

The Pinnacle, 25 Sageston Fields

Sageston, Tenby SA70 8TQ


Tel: 01646 650 004





Registered in England and Wales: 4170932


Willcox Financial Limited is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.


This site is intended for UK consumers only. The information contained in this website is for general information only and is not financial, investment or tax advice.


Financial Conduct AuthorityClick here to see our FCA register

Copyright 2019. Willcox Financial Ltd