Welcome to Wolfe Wealth and Financial Planning

Investment planning, savings, pension planning, life insurance, mortgages… We know we should be on top of them, but when you’re already grappling with a hefty life “to do” list, they can get put to one side. 

That’s where we come in. It’s our mission to help women and young people better understand their finances – so you feel empowered and excited about your future. 

We promise not to use jargon or unnecessary acronyms. We provide straight talking, easy-to-understand advice and aim to bring clarity and understanding to your finances. 

We help you protect what you have today and put plans in place for all your tomorrows.


Your home may be repossessed if you do not keep up repayments on your mortgage.


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Testimonials

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Lyndsay Wolfe is an exceptional financial advisor. She is clear and transparent with her advice, and I trust her to deliver the best possible outcome for my portfolio. I would not hesitate to recommend her to my friends and colleagues.
Fraser Berrie| Investment Management, Sutton
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SJP Approved 26/01/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Wolfe Wealth and Financial Planning Ltd is registered in England and Wales, Number 2826516. Registered Office: 4th Floor Tuition House, 27-37 St George's Road, Wimbledon, London, SW19 4EU.