Saddleworth War Memorial

We are Chartered professionals

We’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

To secure Chartered status, firms must demonstrate:

  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • An adherence to ethical conduct
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We are Financial Planners

As with most things in life, creating a strategy to achieve our goals usually means there’s a higher probability of them being reached. It’s the same with financial planning.

The way we work is quite different from the way some independent Financial Advisers work; we always place you and your wishes at the heart of the solutions we recommend and the plans we create.

We take the time to listen before working closely with you to determine what it is you want out of life. We then craft a unique financial planning solution that will enable you to use your money to create the lifestyle you want.

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Salford Quays, Manchester

We work best with those who are:

Over 55

If you’re in your mid-50s or older, we help you get a plan in place for your future so that, when the time is right, retirement is a smooth, worry-free transition.

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Widowed

If you have been widowed, we will help you to get financially organised, guide you patiently and give you the confidence to make the right decisions about your future.

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Business owners

If you’re a business owner, we show you how to make use of the benefits, freedoms and allowances available to you; enabling you to fully reap the rewards of your hard work.

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