Littlewick Wealth Management
Personal wealth management and financial planning advice for individuals, families and businesses in Chobham and Woking
Highlights
- New on EvolcAdded 2026-11-07
About Littlewick Wealth Management
Littlewick Wealth Management provides investment, retirement, protection, mortgage and intergenerational wealth planning, as well as business financial services. It helps clients develop, implement and monitor personal financial plans.
The firm serves individuals, families and businesses through financial advice and planning, and can connect clients with specialists for services such as wills, tax, legal advice, specialist insurance and corporate lending. It is an appointed representative of St. James's Place Wealth Management plc and advises on its wealth management products and services.
Founded in 2017, the company is based in Chobham, Surrey. Its team includes financial advisers, an operations manager, a paraplanner and financial administrators.
Product: Personal financial planning and wealth management advice, including investment, retirement, protection and mortgage planning.
Jobs at Littlewick Wealth Management
Leadership
- Kelly Burge · OPERATIONS MANAGERSource: company website
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