Kerseys Wealth Management
Independent Financial Advice
Appointing a financial advisor is an important decision within the process of assessing and managing financial risk.
- Financial Planning for directors, shareholders, business owners
- Key Man and shareholder protection policies
- Investment solutions for companies
- Retirement planning including workplace pension plans
- Tax efficient investments for business sale proceeds
- Group Life cover
Kerseys Wealth Management was established in 2009 by Nick Hodgetts to provide independent financial advice for Kerseys Solicitors and their clients. Our recommendations draw from the whole of the market and we are committed to treating clients fairly.
The services of Kerseys Wealth Management Ltd are not the services of Kerseys Solicitors. However, the equity partners in Kerseys Solicitors have shareholdings in Kerseys Wealth Management Ltd. Kerseys Solicitors are authorised and regulated by the Solicitors Regulation Authority.
The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren’t able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.
Kerseys Wealth Management Limited
Company Number 7006087
4 Constable Court
T: 01473 731865
F: 01473 731999
Kerseys Wealth Management Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.