Sale, Cheshire
Whether you need a simple Will, advice on protecting your home from Care, or have more complex issues, including mitigating tax, we can provide you with the perfect solution to achieve your aspirations. All our products and services are competitively priced, yet tailored to suit your individual situations and needs.
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What do you love most about your job?
We love the fact that we help our clients protect the wealth that they have worked so hard to build up during their lives.
This ensures that only those who they care about benefit from it.
What inspired you to start your own business?
As a Chartered Financial Planner with over 30 years experience, Wealth Protection is the number one concern for most of our clients. This service, which we offer alongside full independent financial planning from our sister company Bridgewater Financial Services Ltd, ensures that our clients get a fully rounded service. We help them build up the wealth they need to meet their financial goals and then protect it from outside threats that can result in their hard earned wealth ending up in the wrong hands.
Why should our clients choose you?
We have over 30 years experience of advising personal and business clients on all aspects of their financial planning and wealth protection has always formed a key part of that. Between our wealth protection and independent financial advisory companies, we are able to cover most peoples personal financial needs.