Ancoats Wealth

Independent Financial Adviser  76 King Street, Manchester, M2 4NH
First meeting at adviser's own cost
It all starts with a chat....no commitment. We work with you to understand your financial needs and objectives formulating a plan to help you meet or even exceed them. Why not give us a call, drop us an email or pop into the office?
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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Wealth management
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Lump sum
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Steven Fullerton DipPFS
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Certified Financial Planner
What our clients say
I found Steven exceptionally helpful and informative. All during the process he kept us informed as to progress, who he was waiting for, and what steps were to follow. I can’t fault his communication skills or financial professionalism in any way. Absolutely 10/10….
R.E, Northamptonshire
Steven was very helpful and made my enquiry easy for me to understand he explained things to me in a very professional manner which I couldn't understand not being familiar with pensions a lovely person.
J.W, Manchester
Steven dealt with my pension transfer very professionally. After carrying out his own research on the suitable options for me, I went ahead with one of them. He kept me fully up to date every step of the way. I found him to be very honest and reliable. He took the complications out of what I feared to be a daunting process ! I would definitely use him again and would have no hesitation in recommending him to family and friends.
S.T, Lancashire
I am very pleased with the way Steven handled my case, he was friendly but professional in all aspects & kept me updated at all times throughout the process.
A.S, Lancashire
About us

Hello & Welcome to Ancoats Wealth...."tailored advice to help you live life to the fullest"....

We work with you to understand your dreams and ambitions formulating a plan to help you meet or even exceed them!

We understand that everyone's needs, budget and financial journey is different. So, whether your are saving for your first home, planning for retirement, or simply just want to protect the people you love, we are here to help make complex situations simple with our tailored, no nonsense advice.

It all starts with a chat....no commitment.

Why not give us a call?, we're not nine to five...or, pop into the office for a chat, a cuppa and biscuit, arrange a zoom or whatever works best for you.....

Our services

Our client focused advice service is built completely on trust and transparency. We successfully work with our clients by telephone, email and video, however will always warmly welcome you into our city center offices.

Our Lead Adviser Steven Fullerton DipPFS is supported by an experienced team of paraplanners and administrators and is always on hand to help answer any questions you may have.

Where to find us
Head office address: 76 King Street, Manchester, M2 4NH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Ancoats Wealth is a trading style of Eadon and Co which is authorised and regulated by the Financial Conduct Authority FCA 816029.

Registered Offices: 83 Ducie Street, Manchester. M1 2JQ. Registered in England and Wales No. 11485349. Copyright © 2021 Ancoats Wealth - All Rights Reserved.

Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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