Wealth Management

In addition to our range of legal services, we are proud to offer a range of Wealth Management solutions all provided by a team of independent experts with a wealth of experience and specialist knowledge. 

Our Wealth Management services are developed with our clients’ best interests in mind. We offer a personalised service built on trust and we understand that being named as your adviser is a privileged position.

Our team are regulated by the Financial Conduct Authority and are members of:

  • The Personal Finance Society
  • The Society of Mortgage Professionals 
  • The Equity Release Council 
  • The Chartered Insurance Institute


Click on the links below to discover how we can help you with: 

Financial Planning

Mortgages, Equity Release and Personal Protection

       

T 01244 356789

“I would not hesitate to recommend Cullimore Dutton to my friends. I have received professional care throughout.”