Summary
For a no–cost initial meeting in Cheadle or Northwich office, ring 0161 491 6066 for advice on budgetary changes to pensions, auto–enrolment, portfolio management and general independent financial advice. Contact Shaun, Chartered Insurance Practioner, for investment and protection; Claire, Chartered Financial Planner, for pensions and long term care. Company established 1992. Professional relationships and referrals undertaken.From modest pension and investment sums to multi-million pound portfolios, we can cater to your needs, working with your existing advisers and tailoring your solutions, whilst you can decide to watch the progress daily from the comfort of your chair via a smart app on your phone.
Staging dates for auto enrolment; scheme administration; employee workshops and surgeries; pension drawdown and amalgamation, access to cash; business protection; investment and inheritance; trusts and tax mitigation; 24/7 secure personal portfolio Smart App.
Area of Expertise
Staging dates for auto enrolment; scheme administration; employee workshops and surgeries; pension drawdown and amalgamation, access to cash; business protection; investment and inheritance; trusts and tax mitigation; 24/7 secure personal portfolio Smart App.