Mortgage advice

Mortgages from the whole of market

Should I transfer my final salary pension?

Pension assessment service

Coronavirus Update

During these difficult times the Wealth Planning Associates team are here to support both existing and new clients and it is business as usual for us. Each adviser is working from home but happy for you to contact them.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Our contact details

Innovation House
Innovation Way
Discovery Park
Sandwich
Kent CT13 9ND

Tel : 08450 405956
Email : info@wealthplanningassociates.co.uk

The team at Wealth Planning Associates provide clients with the very best advice in key areas of financial planning.

The success of our business is based on long term client relationships and our customer care ethos means that we really do take our customer service seriously.

Our ongoing advice service means we work with you to achieve your goals.

Kevin Pressley - Kent Police Recreational Association
Wealth Planning provide our members with Mortgage and Financial Advice endorsed by ongoing positive feedback.
Derek Whittaker - Client
We received excellent advice from Rob regarding our retirement options and the ongoing service is very reassuring.
Jane Hartridge - Emerson, Brown and Brown solicitors
Mortgage clients referred to Amy are without exception dealt with quickly and efficiently.
Dave Vellani - Client
Doug was really helpful organising our mortgage and our Vitality insurance giving us some great benefits.

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