Ltd is a firm of financial advisers based in Sale in Cheshire.
We provide financial advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations, prioritising objectives and developing appropriate strategies.
As independent financial advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether foradvice, , inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner.
For a free, no obligation meeting on your financial planning needs call 0161 495 9340 or complete the contact form.
For further information please download the related How Our Service Works For You document.
The FCA do not regulate all forms of Inheritance.