Louise Worden

Louise Worden

Concise Wealth Management Ltd

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Paignton
View location

Top Rated 2025
Verified since: October, 2024

5 out of 5

33 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 March 2025

    Louise and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 30

    Recent Client Reviews

    Verified reviews: 100%

    Louise has received 30 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Louise has not yet added their qualifications to their profile

  • Transparent Fees

    Louise has provided information on their typical fees

    Louise has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 March 2025

    Louise and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 30

    Recent Client Reviews

    Verified reviews: 100%

    Louise has received 30 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Louise has not yet added their qualifications to their profile

  • Transparent Fees

    Louise has provided information on their typical fees

    Louise has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Thank you for looking at my profile. I have been in working in Financial Services since the age of 17 and now in my middle 40's have a wealth of knowledge and experience. I have been an independent financial adviser for the last 14 years and before this I worked for HSBC as a financial adviser in the South West. My business provides a high quality and reliable service to my clients, which is at the heart of everything I do. I am dedicated to ensuring I deliver independent advice and that I am able to source the financial solution or strategy required, providing you with a comprehensive and fair analysis of the relevant market. I have established my own offices in Paignton, providing independent financial advice across a spectrum of areas including Savings and Investment, Retirement, Protection and Estate Planning. I have a friendly, professional and efficient team behind me and the office enables the option of an office based appointment or I am able to travel to my clients. I receive regular referrals and have some lovely testimonials from existing clients which demonstrate my commitment and my service level.

Offers available through VouchedFor

Contact Louise through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Louise's clients

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