SK4, Stockport
A short introduction can’t do justice to what we’re about as a business. What do we stand for? How would it feel to place your trust in us?
But here goes…
We’re a team of 77 and as you’d expect, we know our stuff. We’re a healthy blend of years of experience and young talent too.
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Pension / Annuity planning
From consolidating pensions to setting up an income. As a independent advisory firm we can give regulated advice on all aspects of retirement planing.
Life Insurance / Mortgage Insurance / Income Protection
We will assess your insurance needs and make sure you have cover to protect yourself and your family in any scenario.
Investment Advice
We can advise and manage your stocks and shares ISA, Investment Bonds and other more complex investments that will suit your needs.
Inheritance tax planning
We offer holistic advice on mitigating inhertitace tax and will work with you to ensure your family benifit from your wealth.