Welcome to the website of Initiate Wealth Management Ltd, we are a firm of Independent Financial Advisers based in Fleet, Hampshire. Initiate Wealth Management are a firm of Independent Financial Advisers and was formed in 2012 by Tom Holland to bring market leading financial services solutions to his clients.
Initiate Wealth Management are an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. Clients are invited to share our state of the art technology allowing them to gain access to all their financial information via a Secure Web Portal.
Initiate Wealth Management are an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. Clients are invited to share our state of the art technology allowing them to gain access to all their financial information via a Secure Web Portal.
Services
Initiate Wealth Management are a firm of Independent Financial Advisers and was formed in 2012 by Tom Holland to bring market leading financial services solutions to his clients. Initiate Wealth Management are an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority.
This free pension summary and information is ideal for people who have smaller pension pots and/or less complex retirement needs. You will need to answer some simple questions and you will then be provided with tailored information about your retirement options and shortfall analysis, as well as some possible product suggestions.
All telephone calls are recorded for regulatory and training purposes and these will be referred to as part of our advice records. All call recordings will be used to minimise ambiguity in our discussions or instructions received and are encrypted for security and integrity purposes. These records will be kept in line with regulatory and statutory requirements, and will be retained for a period of at least 6 years.
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