Archives
News
-
Where are WDS Wealth Management offices?
We serve clients across Yorkshire from offices in Bradford, Elland, Huddersfield, Leyburn, Northallerton and York. We can also meet clients by video call where preferred. Initial consultations are free and […]
-
Does WDS Wealth Management work with business owners?
Yes. We work with business owners on retirement planning, pension contributions, business protection and exit planning. Being part of the wider WDS group means that for clients who use both […]
-
What qualifications does the team hold?
The team holds a range of professional qualifications, including Chartered Financial Planner (Vicki Wilkinson), Fellowship of the Personal Finance Society (Vicki Wilkinson), and membership of the Chartered Institute for Securities […]
-
How experienced is the WDS Wealth Management team?
WDS Wealth Management is led by Neil Blann and Jack Hewitson, both Directors and Equity Partners with decades of combined experience in financial services. The team also includes Vicki Wilkinson, […]
-
Is WDS Wealth Management regulated?
Yes. WDS Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 112543. You can verify our registration at register.fca.org.uk.