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Wealthtime Ltd

Wealthtime is an independently-owned investment administration company based in Salisbury, which acts as administrator of assets for Trusted Advisor's clients.  Trusted Advisor has worked closely with the directors of Wealthtime since 2003, which have been at the forefront of pensions and portfolio investment administration for many years.  Wealthtime provide a personal and comprehensive management service within a cost effective and totally transparent pricing structure.

 

Wealthtime's legal structure ensures that all cash deposits and funds are totally ring-fenced from Wealthtime's corporate assets.  All funds held in each plan’s accounts are registered in the name of Wealthtime Trustees Limited, as trustee and nominee, and Wealthtime Limited is authorised and regulated by the Financial Services Authority to record and register client’s cash deposits and funds through its FSA regulatory permission of ‘Safeguarding and Administering Assets’.  Each client has a separately designated plan bank account with Barclays Bank supported by a written agreement that all cash deposits held within Wealthtime Trustees Limited can never form part of Wealthtime’s own corporate assets.

 

 
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