Our Company
Principle Wealth Solutions was founded in Spring 2013 by a group of highly qualified professionals who collectively have over 150 years of experience in financial services. The Directors of the business Ian Warburton and Leigh Kenny, who were previously Senior Managers in a Wealth Management organisation, were keen to ensure face to face financial advice was available for those that need it following the removal of this advice service by a large number of High Street Banks.
Principle Wealth Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning are one of the largest distributors of financial products in the UK and using the latest technology can provide an extensive range of wealth management, retirement, protection, mortgage and investment services.
A principle is a rule that has to be followed and for us that means meeting our clients financial needs with the most suitable solutions and service possible.
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.
We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
We will offer advice based upon your overall financial circumstances and through our policy of treating customers fairly you can rest assured that we have your best interests at heart.
If you are thinking about creating and implementing your financial plans, we may consider things you've not. Why not talk it through with us today?
Principle Wealth Solutions was founded in Spring 2013 by a group of highly qualified professionals who collectively have over 150 years of experience in financial services. The Directors of the business Ian Warburton and Leigh Kenny, who were previously Senior Managers in a Wealth Management organisation, were keen to ensure face to face financial advice was available for those that need it following the removal of this advice service by a large number of High Street Banks.
Principle Wealth Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning are one of the largest distributors of financial products in the UK and using the latest technology can provide an extensive range of wealth management, retirement, protection, mortgage and investment services.
A principle is a rule that has to be followed and for us that means meeting our clients financial needs with the most suitable solutions and service possible.
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.
We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
We will offer advice based upon your overall financial circumstances and through our policy of treating customers fairly you can rest assured that we have your best interests at heart.
If you are thinking about creating and implementing your financial plans, we may consider things you've not. Why not talk it through with us today?
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