Acton Financial Management

Independent Financial Adviser Suite 9, Llay Business Centre, Rackery Lane, Llay, Wrexham, Clwyd, LL12 0PB
FCA verified
22nd October 2018
We offer independent, friendly financial advice you can act on, ensuring your needs are at the forefront of our minds.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Tim Roberts BA Hons, DIP{PFS)
Independent Financial Adviser
Where to find us

Suite 9, Llay Business Centre, Rackery Lane, Llay, Wrexham, Clwyd, LL12 0PB

About us

We are an Independent Financial Advice firm who are qualified and experienced in many different fields of financial planning. We ensure that all our clients come first by keeping them regularly updated on their investments and how we manage them and believe we are friendly and approachable.
Currently based in Wrexham, we service the North Wales and North West areas and have a varied and long standing client base. Collectively our team offers over 20 years of experience in all aspects of Financial Planning and Advice.

Our services

SIPP's, Personal Pensions, NISA's, Investment Bonds, tax efficient Collectives and all personal protection needs.

Life Assurance, Critical Illness Cover, Income Protection, Key Man Insurance and Whole of Life Insurances.

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

Member of the Bankhall Sesame Group for all our Compliance needs.

Authorised and regulated by the Financial Conduct Authority (FCA).

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