A .K .M FINANCIAL WEALTH LTD

Independent Financial Adviser  12 Newton Lane, Haslington, Cheshire, CW11 4TL
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FCA authorised
Last authorised 20th January 2020
A.K.M Financial Wealth meeting client needs with Independent Advice from the whole of the market
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension drawdown
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Pensions review
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Sharia finance
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Long term care
Meet our advisers
Anthony Mason (DipPFS MAQ)
Independent Financial Adviser
About us

2plan wealth management is one of the leading and largest nationwide IFA firms in the UK, providing professional independent (whole of market) financial advice with high quality  service and support.
Our philosophy is always to ensure that the client experience is paramount, which means our advisers pride themselves on building trusted and lasting long-term relationships.

Our services

At A.K.M Financial Wealth we put you first. Throughout our business practices and processes our primary focus is customer satisfaction. Because of our independent status, we are proud to offer the very best and most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

12 Newton Lane, Winterley, Sandbach, Crewe, Cheshire, CW11 4TL

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