Acton Financial Management

Independent Financial Adviser  Suite 9, Llay Business Centre, Wrexham, Clwyd, LL12 0PB
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FCA authorised
Last authorised 16th November 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Employee benefits
Meet our advisers
Tim Roberts BA Hons, DIP{PFS)
Independent Financial Adviser
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.

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

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

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