Wollen Michelmore Financial Planning has a clear purpose which is to help you achieve your dreams, hopes, aspirations and future plans. Having agreed a course of action we work creatively with you to ensure that these plans are workable and affordable.
The practice was established to provide you with quality impartial financial planning advice of the highest professional standard.
We offer fee based financial planning and wealth management advice to private clients and charities. The firm is jointly owned between Paradigm Norton Financial Planning and Wollen Michelmore Solicitors.
Wollen Michelmore Financial Planning employ one of the most talented and highly qualified teams of financial planning professionals in the UK. We are financial planning and tax planning experts.
It is the combination of our insightful perspective, our goals based financial planning methodology, our focus on delivering excellent service and our team based approach to problem solving that makes Wollen Michelmore Financial Planning unique.
Our Approach
To help our clients achieve their dreams, hopes, aspirations and future plans.
Our Clients
Bob Paice - Retired lawyer
"highly efficient, attentive to my every need and very approachable"
Bridget McCrum - Sculptor
"I would thoroughly recommend them to others"
Barry Cole - Riviera International Centre
"I can rely on their knowledge"
About You
You will be a delegator, require the highest levels of client care and want to work with an award winning team on a fee basis.
About Us
An award winning firm of Financial Planners who put our clients at the centre of everything we do.
Comprehensive Financial Planning
We help you to envision your financial future, become more financially organised and set your finish line, thereby creating more time for you to pursue other interests.
Read More >Tax and Estate Planning
We are unique. Our in house team of qualified tax professionals will ensure that you receive a truly integrated financial planning, taxation and investment service.
Read More >Investment Portfolio Management
The real value of your investment portfolio is in the ability it gives you to meet your broader life goals.
Read More >Giving - Philanthropy Planning
How much wealth should I pass to my children? How do I determine how much I can give away and to whom? Should I establish my own charitable foundation?
Read More >