Our main ethos at Wealth Planning Associates is customer care – the success of which means that our core business now comes from our existing clients and client recommendations. With our head office in Discovery Park, Sandwich, and advisers in a variety of locations, we are able to offer clients advice throughout Kent, London and the surrounding areas.
As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients including inheritance tax or retirement planning.
Wealth Planning Associates Ltd. Registered in England and Wales, under no 07005525. Registered office address – Innovation House Innovation Way, Discovery Park, Sandwich, Kent, England, CT13 9FF. Wealth Planning Associates Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate on buy to let mortgages. The information and content within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.