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Stephen Dixon
Financial Advisor at Littlewick Wealth Management
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Work Experience
Financial Advisor
Feb 2023 - Present · 1 years and 11 months
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Company Owner
May 2016 - Present · 8 years and 8 months
Associate Partner
Jul 2022 - Feb 2023 · 7 months
Company Details
Littlewick Wealth Management Ltd are a team of experienced financial advisers, skilled in areas such as investments, retirement planning, protection, and mortgages. Our objective is to deliver a truly holistic service whilst providing great value. Our philosophy focuses on maintaining a long term trusted relationship with each of our clients, showing distinct quality, integrity and excellence, thereby giving you peace of mind. We offer each of our clients a bespoke and high level personal service. We will help you to secure your financial future, whether your priority is to: • Grow your wealth, specifically through the St. James's Place distinctive approach to investment management • Preserve your assets for long term financial security • Arrange adequate protection for you, your loved ones and your assets • Effectively manage your capital and borrowings Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested. Littlewick Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Unit A19 Fairoaks Airport Chobham, Surrey GU24 8HU, GB
Keywords
InvestmentRetirement PlanningPensionInsuranceWealth ManagementProtection PlanningBusiness ProtectionTax PlanningInheritance Tax PlanningFinancial Advisory
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