We help navigate you through your financial journey with our six stage process
1. Engage - We explain how we work for you, what you can expect from us and how we charge for our services. We establish how we can add value to you now and in the future. If we agree to work together we set out the terms of our relationship.
2. Discover - We delve deep, exploring your personal and financial objectives.
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 !!
Depledge Strategic Wealth Management
Certificate of Excellence
Chartered Financial Planners
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners and confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff.
Only the UK’s premier financial planning firms qualify for Chartered status so you know that when you use a Chartered firm you are dealing with proven professionals.
Depledge has advised on investments and managed my portfolio very successfully over the past 3-years. A very professional company. I am kept well informed on the status of my investments and they are prompt at replying to any questions or queries. They take the time to explain things in a clear & understandable way. Highly recommended.
We are a firm of Independent Financial Advisers who provide financial advice to individuals and business owners. We cover the full range of financial planning areas including retirement planning, saving or investing towards a particular goal, protecting you and your family against accident and illness, business protection and IHT and estate planning.
A lot of people still have the misconception that financial advice is only for rich people which is simply not the case.
We don’t just give financial advice to help people generate or protect money and wealth, we do it with YOUR specific goals in mind, helping build the life you want for you and your family, while protecting against the worst of what life can throw at you.
“Advice For Life”
Mortgages, Pensions, ISA's, Insurance, Protection, Bonds, Investments
I have been dealing with M&B for several years now and the service I have received from Nick and his team is faultless and I shall be dealing with them for many years to come. As a business owner and home owner etc, I always feel they have my best interests at heart and are a truly principled firm. Keep up the excellent work!!
Whitfield Wealth Management
Our service encompasses tax-efficient investment planning, retirement planning, estate planning and intergenerational wealth management, including mortgages and protection. We provide a truly holistic financial planning service which ensures no stone is left unturned in order to help you reach your long-term financial goals and objectives.
Each financial plan is structured to meet your specific needs, whether you are an individual, business owner or corporate client.
I am an Independent financial planning consultant with over 20 years experience, with a background in home service with the Cooperative Insurance and Estate Agency Mortgage Advice during the mid-2000’s.
My focus is on affordable financial solutions which makes me a leading choice for clients when they plan & review their Pensions, Investments, Mortgages, and Protection needs.
Finding a genuine provider of financial instrument is very challenging but we are certified Financial Instrument providers in United Kingdom. Presently, we only focus on BG/SBLC for Lease and Sale transactions. However, our Lease BG/SBLC is 6+2% and Sale at 40+2%.
Should you find this interesting and acceptable? Kindly, contact us and we shall review and respond with draft Contract/MOU within 48hrs maximum.
Jackson Lee are a firm of Chartered Certified Accountants with offices in Bury, Manchester and Cheadle Hulme.
We pride ourselves on delivering pro-active, specialist and commercial advice to clients of all sizes.
One of our proudest achievement since the start is the growth of the firm which has been influenced by 98% of our existing client base. Yes that’s correct.
We’re proud to service in excess of 400 clients strong since we started in 2014 demonstrating our clients believe in us and take value from our advise.
Honest and genuine guidance from guys who know their product and believe in it. I have seen great results over the last 3 years or so and feel happy about where my once pitiful pension fund was and where it will be in a few years when I retire. There have and will be ups and downs and I write this in the midst of Covid 19 pandemic but I trust the decisions made and the plans for growth in the medium and long term. They do monitor and listen to the best advice; I’m informed regularly and am given options based on that research. I would - and have recommended Alan Eaton Financial Services to my friends and family.
Assured Life Advisers
Whether you're looking to arrange a mortgage or considering your retirement options, we will answer those questions that may be bothering you and help you find practical solutions.
Our independence means that we can scour the market for the most appropriate solution for your needs and, without shareholders to pay, our costs are fair and transparent.
Get in touch.
The first meeting is at our expense and we look forward to hearing from you.
Norden & Bamford is a trading style of Richard Martin Financial Services, Independent Financial Advisers.
At Norden & Bamford we help our clients make the most of their investments and pensions and pay less tax.
If you are considering transferring pension benefits from a deferred final salary scheme then take advantage of our free initial consultation and competitive capped fees.
We are a specialist annuity intermediary offering our customers an annuity comparison service.
Our hassle-free annuity service enables you to get the most out of your pension savings, which is of paramount importance when deciding which route to take at retirement. We research the whole of the UK annuity market to find if there are annuity rates higher than your current pension provider is offering.
You only get a annuity once and when you do deal with these guys. Absolutely amazing service I talked to Ian and Hayleigh they were incredible. Thank you both so much, honest, professional, experienced and highly organized. Can’t thank you enough. Gerard Purcell :-)
Burnett & co Financial Planning Ltd
Certificate of Excellence
Friendly, no nonsense, fully impartial advice on all aspects of clients savings, insurance and protection needs, investments, pensions, pension transfers, annuities and inheritance tax planning with 30 years experience in the Financial Services sector. Working for a family based business where ethical practise and the clients best interest is at the heart of everything that we do.
Being regarded as a trusted adviser and friend to my clients and being referred to friends, family and work colleagues provides me with great job satisfaction
What inspired you to start your own business?
Having worked in financial services for 28 years in the corporate sector I came to believe that clients deserved better than being treated as a number and a tick in the box towards achieving a target and a bonus. I believe that each client is individual with their own needs and requirements. My aim is to provide advice across the whole of the market, as opposed to being tied to just the one company as I feel strongly this is the best way to provide all my clients with the very best mix of investments coupled with excellent service and management and I feel that this is the best proposition for both my existing clients and potential new clients.
Why should our clients choose you?
I have 30 years’ experience in providing financial advice to my clients and have a very strong belief that everyone should have access to quality, affordable and knowledgeable financial advice. It is important to me that I understand what’s important to you now and for the future and help you to plan financially to achieve the goals you set yourself.
With this in mind I offer a free, no obligation initial review – this will give me the opportunity to speak to you about your goals, review your current holdings and let you know whether you are on-track to achieve the financial future you are looking for.
Working as part of the team at Burnett & Co Financial Planning I am able to offer independent advice on Pensions, annuities, auto enrolment, investments, protection, and inheritance tax planning and although I am based in Urmston I work throughout the Greater Manchester, Lancashire and Cheshire areas. I also have fantastic business partners in the Mortgage, Accountancy, Wills and Solicitors fields so am able to refer onwards as necessary providing a holistic approach to financial advice. Please feel free to take a look at my client reviews to reassure yourself of the quality and standard of service I provide.