Assured Life Advisers

Independent Financial Adviser  2 Holes Lane, Warrington, WA1 4LZ
First meeting at adviser's own cost
You've worked hard for what you have. Let us help you make the best of it. We'll bring clarity to your thoughts and help answer the tough questions you want answers to.
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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Mortgage protection
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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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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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Accident & sickness
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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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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Joel Wood
Independent Financial Adviser

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

What our clients say
…very friendly and approachable with a professional manner…a great person to deal with
Mr & Mrs Dawson, Eccleston, St Helens
…helped me clarify my thoughts and decide on my preferred course of action.
Mr Darlington, Warrington, Cheshire
His professionalism and expertise shine through, putting your mind at ease.
Mr Jefferies, Bootle, Merseyside
About us

Independent Financial Advisers helping clients make he most of what they have.

Our services

If you are confused or overwhelmed when considering your retirement options, we will help you understand what your options are and present you with advice that you will understand.

We pride ourselves on our friendly and straight forward advice and we look forward to getting to know you and helping guide you through your options.

Where to find us
Head office address: 2 Holes Lane, Warrington, WA1 4LZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Assured Life Advisers is a trading name of Elm Tree Financial Services Limited. Elm Tree Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA No. 511619. Registered in England and Wales. Company No. 07050523. Registered office: 2 Holes Lane, Woolston, Warrington, Cheshire. WA1 4LZ.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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