Aegis Financial Planning Limited

Independent Financial Adviser Kennedy House, 31 Stamford Street, ALTRINCHAM, WA14 1ES
FCA verified
9th December 2019
We provide our clients with suitable solutions covering all areas of financial planning
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Lisa Collins
Where to find us

Kennedy House, 31 Stamford Street, ALTRINCHAM, WA14 1ES

About us

We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.

Our services

Retirement planning
Wealth management
Estate planning
Long term care planning
Looking after the best interests of our clients

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.64 mi
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
 
Independent Financial Adviser 0.72 mi
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.
 
Restricted - whole of market 0.72 mi
We believe service is key and we put you the customer at the centre of what we do.
 
Independent Financial Adviser 0.87 mi
Professional independent advice delivered with integrity, initially at a no cost or obligation meeting to assess your needs.