We specialise in Wealth Management (Investments & Pensions). In particular, we have a lot of experience of Occupational Pensions and Pension & Divorce cases but offer financial advice across the spectrum including Individual Protection, Group Protection, Corporate Financial Planning and IHT planning.
The FCA is leading a drive to increase professionalism in the industry through the Retail Distribution Review (RDR). One of the ways in which they are doing this is to increase the standard of qualifications advisers and financial planners must have.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 18 Barcroft Street, Bury, BL9 5BT
0161 764 7711
Business Name
Bury Financial Adviser
Services Offered
Customer Reviews
No reviews yet. Be the first to review this business!
