Littlewick Wealth Management Ltd - Woking

Michelle S.

Zoe is outstanding - professional, knowledgeable and a true asset in long-term financial planning. Whether it’s developing strategies for savings, pensions, life insurance, or broader wealth-building, her advice is always clear, insightful and tailored to our goals.

One of Zoe’s greatest strengths is her proactive, forward-thinking approach. She anticipates our needs, offers practical solutions before we even know to ask, and consistently goes above and beyond to deliver exceptional value. Her communication is refreshingly transparent, helping us feel informed and empowered at every step.

What makes Zoe even more remarkable is her passion for supporting female entrepreneurs. As a successful businesswoman herself, she understands the unique challenges and opportunities we face - and brings both empathy and expertise to her advice. It’s incredibly reassuring to work with someone who not only gets it but genuinely cares about helping women thrive financially.

Zoe has become a trusted advisor and an invaluable part of our financial journey. We can’t recommend her highly enough.

Richard P.

At PAAC IT, we are a Managed IT Service Provider supporting businesses across London and the Southeast.
Richard founded the company with the vision of delivering Professional Attention And Care in IT building close relationships with our clients, becoming a true part of their team, and always acting in their best interests. We choose our partners very carefully, only working with those who share the same values of trust, integrity, and long-term support.

That is why working with Ian Newrick at Littlewick Wealth Management has been such a positive experience.

Ian Newrick at Littlewick Wealth Management was absolutely brilliant in arranging my mortgage. He took the time to explore all the options and expertly balanced monthly payments, pension contributions, and current cash flow. As a business owner, it is not easy to find someone who truly understands the overlap between dividends, business finances, and personal finances; but Ian really got it. On top of that, he also moved my pension from another provider with zero hassle or burden on me. His advice was clear, tailored, and incredibly reassuring throughout the process. I would not hesitate to recommend him.

cee T.

Best financial advice and information i have ever received. Very approachable and patient. I would recommend anyone requiring any financial advice and information. Keep up the good work .

Adam J.

I worked with Stephen Dixon at Littlewick on recommendation from my sister. I went in knowing nothing about my finances or how well I was preparing for my future (Spoilers: Not well).

I now feel in control of this, am building my nest egg whilst also protecting myself in ways I had not previously considered.
Stephen explained everything in great detail and has made himself available for any follow-up questions.

Robyn B.

William Cox is a formidable adviser. I have been working with him for a number of years now and he never fails to impress me. Always there with any question I have and willing to go the extra mile. I recommend him to all of my friends, family and clients. There is no one else I trust more than Will! Thank you so much for being so fantastic.

Joseph B.

Stephen Dixon at Littlewick has been advising me on savings, life insurance & pensions. His advice has been proactive, clear and concise and he has provided an excellent transparent service. Highly recommended!

Lizzy P.

I have just had a pension and savings review with Zoe. She has explained things clearly and simply and helped me to move my pension pot into a higher performing position, where it will now be an achieving double the interest it was. She also helped me look at savings options that work with my circumstances. I couldn’t recommend her highly enough and has actually made the process enjoyable which I had found quite daunting.

C P.

Zoe at Littlewick has made investing a pleasure. I have been putting off consolidating my pensions for years, but wanted to get in control of my money and not leave it scattered around in lots of small, low performing/ risky pots. My pension is now one lump, performing better than ever. I am in control of what I invest in. Zoe’s 1:1s means I get regular updates on how it is performing and I feel so much more in control. I wish I had done this sooner.

Along side helping me to invest, Zoe has recommended some personalised products that suit my lifestyle and compliment my career in self employment. One of these products include sickness cover, another thing I had been putting off for some time but definitely worth while in the long run and Zoe made this so easy to get into place. The cover is top of the range, as LW partner with the best in the market.

I feel lucky to have Zoes financial advice, I now have her specialist knowledge guiding me through all that life throws at me. Thank you Zoe! I thoroughly recommend Littlewick and Zoe to anyone wanting to take the reins on their money.