All

About

Ludice

Working For You

Ludice Wealth Management is dedicated to providing the most suitable financial advice and outcomes for all our clients. We are a dedicated team of independent financial advisers who have extensive experience and knowledge from across the industry.

We offer a wealth of financial advice to our clients across the UK with a range of services from full financial reviews to investment, retirement, tax and estate planning.

Whatever your financial aspirations, our highly qualified advisers utilise their specialist technical knowledge and expertise to provide personalised solutions for you.

Our aim is to build long term relationships with our clients built on mutual respect and trust and as testament to this, we find we obtain most of our business from existing clients and recommendations.

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Meet the Team

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CHARLOTTE

TUPPER

DipPFS MMus

Managing Director

Financial Adviser

Paul Small

PAUL

DAVIS

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FINANCIAL ADVISER

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GARRY

JORDAN

DipPFS

FINANCIAL ADVISER

Kevin small

KEVIN

JAKEMAN

DipFA CeMAP MLIBF

FINANCIAL ADVISER

Bill small

BILL

STRETTON

DipFA CeMAP

Financial Adviser

BILL

CROWLEY

DipPFS

FINANCIAL ADVISER

Sara Small

SARA

STARCZEWSKI

ADVISER SUPPORT

Tracy Small

TRACY

DAWSON

ADVISER SUPPORT

Lisa small

LISA

ARMSTRONG

Dip PFS & AIPW

OFFICE MANAGER

emma small

EMMA

ELLIOTT

PERSONAL EXECUTIVE

NATHAN

SMITH

ADVISER SUPPORT

Key Documents

Ludice Customer Privacy Statement

Ludice Client Agreement 

Retirement Options Booklet