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Wiltshire Wealth Ltd
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Office address

25 St Margaret's Street

Bradford on Avon

BA15 1DN

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

(465124) Sense Network Limited

Qualifications & specialities
Confirmed Independent
Investment specialists
Retirement planning specialists
Tax planning specialists
Advice methods
Face to face
Telephone
Advice Fees
Offers fixed fee services
Offers percentage based fee services

Wiltshire Wealth Ltd

Financial Adviser based in Bradford on Avon

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About

Daniel worked in London for 10 years as an actuary before moving to the Bradford on Avon, near Bath with his family. He decided to set up Wiltshire Wealth shortly afterwards with the aim of helping individuals and small businesses make good financial decisions.

Daniel is a big advocate of personal freedom and creating a lifestyle that balances family, friends, interests and work.
As well as being an independent financial adviser, Daniel is a Fellow of the Institute of Actuaries. He has previously worked for several large financial institutions, specialising in risk, pensions and investment product development.

Aside from work, Daniel enjoys spending time with his children, Rupert and Rose and wife, Samantha in and around Bradford on Avon.

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Regulatory & Compliance

Wiltshire Wealth is a trading name of Daniel Wiltshire, who is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Daniel Wiltshire is entered on the Financial Services register (www.fca.org.uk/register) under reference number 835130.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection