Founded in 2001, Independent Investment Associates Limited is a Chartered Financial Planning firm and specialises in the provision of comprehensive and truly independent investment and estate planning advice to private clients and trusts.
The company has a major focus on client care and service which we believe to be crucial. Whilst the financial services industry is constantly changing our aim remains the same - to provide outstanding service to our clients in a personalised and professional manner.
The company has grown strongly since inception and now operates from large premises in the centre of Grange over Sands. The firm is widely regarded as being a leading specialist in the North West with a justifiable reputation for quality and excellence.
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 - Kents Bank Rd, Grange over Sands, LA11 7EY
015395 36964
Business Name
Independent Investment Associates
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