Ark Financial Planning Limited

Independent Financial Adviser  10 Cribfold, Oldham, OL3 5AT
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FCA authorised
Last authorised 23rd May 2022
Chartered Financial Planner with 30 years experience helping clients protect preserve and ultimately dispose of their accumulated wealth
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 & 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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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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Traded endowment policies
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group life insurance
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Long term care
Meet our advisers
MR Philip Stevenson
Chartered Financial Planner
About us

We offer a free, no obligation initial consultation, after which you will be directed to our most appropriately qualified adviser. Our advisers hold specialist qualifications for investments, pensions, taxation & trusts, mortgages and have combined industry experience of over 60 years.

Our services

We are predominantly a business built around long term relationships with clients. Relationships built on a basis of mutual trust and an understanding that the route to financial freedom and well being is best taken with a trusted aide and confidante. We do not believe everything that is printed in the press or that there is a sure fire way to get rich quickly. If it looks too good to be true it usually is.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Face to face

10 Cribfold, Dobcross, Oldham, OL3 5AT

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