Find an Independent or Restricted Financial Adviser

James is an Independent Financial Adviser based in North-West England. James provides tailored, intergenerational financial planning to help achieve long-term goals and objectives. James has genuine access to the whole of the market.

I am proud to be a partner of M&G Wealth Advice. I am qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.

We're an Independent Financial Adviser, working with private individuals and corporate clients.

We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.