Advizertech

Independent Financial Adviser  5th Floor, Altrincham, Greater manchester, WA14 2LU
First meeting at adviser's own cost
We believe that high quality financial planning is built on having long term, trusting relationships with our clients with total commitment to clear and open communication.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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OEICs
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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Iain Heggie
Financial Adviser
Andre Simpkin
Managing Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Advizertech was founded in 2002 by the current Managing Director, André Simpkin and since then the business has gone from strength to strength. We can provide advice to a wide range of clients which largely comprises corporations, small to medium sized companies and high net worth individual clients.

Our services

We believe that high quality financial planning is built on having long term, trusting relationships with our clients with total commitment to clear and open communication

Where to find us
Head office address: 5th Floor, Chadwick House, Warrington Road, Birchwood Park, Birchwood, Warrington, Cheshire, WA3 6AE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020

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