Financial Adviser West Byfleet

Call: 01932 349967

Contact Information
18 Binfield Road
Byfleet
West Byfleet
Surrey
KT14 7PN

Tel: 01932 349967

Email

G L Wheeler and Company are a local Independent Financial Adviser West Byfleet, servicing the Byfleet and West Byfleet area. They offer a wide range of Financial Advice tailored to suit individual needs and with most of the business generated through personal recommendations.

Greg Wheeler has worked in Financial Services since 1983 and established G L Wheeler and Company in 1993 to provide a personal service to individuals in their own homes at a time to suit them, including evenings. G L Wheeler and Company also provides Financial Advice to a number of small local businesses.

Pensions and Retirement Planning

Individual Personal and Stakeholder Plans
Occupational Schemes
Open Market Option and Income Drawdown
Pension Tranfers

Investments and Savings

Lump Sum Investments
PEPs and ISAs
Unit Trusts and Investment Trusts
Regular Savings Arrangements and the Child Trust Fund

Life Assurance and Critical Illness Cover

Whole of Life and Terms Assurance
Keyman Business Cover
Shareholder Protection

Inheritance Tax Planning and Gift and Loan Schemes

Private Medical Insurance

Commercial and Residential Mortgages and Buy to Let

G L Wheeler and Company is directly registered with and authorised by the Financial Services Authority.

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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration G Wheeler & Co Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information

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