Advisory Wealth Management Ltd

Independent Financial Adviser 10 Sutton Close, Mere View, Bury, Lancashire, BL8 2EL
FCA verified
9th December 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Taxation planning
Meet our advisers
Bob O'Reilly
I F A Partner
Where to find us

10 Sutton Close, Mere View, Bury, Lancashire, BL8 2EL

About us

We are directly regulated by the financial conduct authority firm of Independent Financial Advisers. Bob has over 30 years experience in financial services and offers advice on all areas of financial planning from New Pension Drawdown Arrangements to New ISAs. All costs are discussed at first meeting which is free of charge.

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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