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Cartier Wealth

OL16, Rochdale

(5)
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‘20 Certificate of Excellence, 2020

About

In 2019 I created Cartier Wealth, a financial planning firm focused on delivering low cost, evidence based financial solutions.

My passion is to learn what really matters to people so that with my experience and expertise I can guide them towards their financial goals and well-being.

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1 hire on Bark

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Reviews (5)

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5/5

5 customer reviews

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31 March 2020

Wills and Estate Planning

Imran Rafiq professionally and appropriately addressed all my queries and guided me through all corners in preparation of the will. Thank you

28 March 2019

My first financial planning meeting with Imran was very comprehensive and productive. He was very thorough and explained every aspect of my financial affairs in plain English. We discusssed my objectives and financial goals and how he would help me to achieve them in my requested time frame. He took all my wishes into consideration and answered my many questions. He is very patient and polite and understood that I do not have much financial knowledge, but he took the time to make sure that I fully understood his recommendations. I have no hesitation in recommending Imran to anyone and I look forward to working with him for many years. He also has very good biscuits !! More...

Reviewed on Yell

26 March 2019

A brilliant advisor who spent his time being thorough in his research and recommendations. A very professional approach.

Reviewed on Yell

26 February 2019

My first financial planning meeting with Imran was very comprehensive and productive. He was very thorough and explained every aspect of my financial affairs in plain English. We discusssed my objectives and financial goals and how he would help me to achieve them in my requested time frame. He took all my wishes into consideration and answered my many questions. He is very patient and polite and understood that I do not have much financial knowledge, but he took the time to make sure that I fully understood his recommendations. I have no hesitation in recommending Imran to anyone and I look forward to working with him for many years. He also has very good biscuits !! More...

Reviewed on Google Maps

13 February 2019

My first financial planning meeting with Imran was very comprehensive and productive. He was very thorough and explained every aspect of my financial affairs in plain English. We discusssed my objectives and financial goals and how he would help me to achieve them in my requested time frame. He took all my wishes into consideration and answered my many questions. He is very patient and polite and understood that I do not have much financial knowledge, but he took the time to make sure that I fully understood his recommendations. I have no hesitation in recommending Imran to anyone and I look forward to working with him for many years. He also has very good biscuits !! More...

Q&As

Each client brings a new challenge, we love to simplify explaining the complexities of money matters, clearly in plain English. what we love most is when the plans we put in place really begin to work for our clients as they progress through stages of their lives.

Having worked in the financial services industry since 2001, I wanted to stand out from the crowd and provide a service with impeccably high standards, professionalism, clear and transparent.

I have 15 years experience in the financial services industry, help clients with retirement planning and managing money. Try me, with nothing to lose, a free consultation at a mutually convenient time at my expense. Pick up the phone and call me for a no obligation confidential chat about any aspect of your financial needs .

Services

Whether looking to start a new retirement plan, review existing pensions or considering the options for accessing your pension benefits, we are qualified to provide advice in a clear, simple and easy to understand manner

Investing for a future event or education fees planning, we can help achieve your investment goals.
We can investigate if your money is working hard for you. Is it invested in line with the degree of risk you are prepared to accept?

Are your assets positioned so that your beneficiaries can fully benefit from your estate with minimal tax implications?
We can take a closer look and deliver simple financial solutions to really complex financial matters.

We can help with protection planning ensuring the numbers add up so that sufficient funds are available today or in the future in the event of loss of income due to death or ill health ensuring your assets are protected for your family. We can also help your business interest to be prepared for life's unexpected outcomes.

Are you investing as tax efficiently as you could? Are you paying too much tax?
With smart financial planning we can often demonstrate ways to reduce your tax liability.