Assured Wealth and Estate Planning Limited

Independent Financial Adviser  750 Mandarin Court, Altrincham, Greater manchester, WA159DL
First meeting at adviser's own cost
Independent financial planners who can help you understand your financial future, pensions, investments and wealth management. Life goals planning.
We can advise you on
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Annuity purchase
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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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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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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Mark Jones
Director - Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Mark helped my wife and I to fully retire and has managed our finances ever since. Even in up and down markets, you can rely on him to take your call and to come and see us. he reassures us that someone is always looking out for our future. He's a lovely man too.
Alan Jardine, Stockport
Mark has been looking after my family finances for 11 years now. He is always on time, thoughtful, experienced and sets our mind at rest when it comes to our technical financial planning. Having a cashflow report produced for us has allowed me to see my future for the next 40 years. Highly recommend.
Andrew Murphy, Liverpool
Mark is incredibly hard-working,enthusiastic and committed to the cause.A natural finance guy who will show great customer service credentials and no shortage of ability to go that extra mile for his clients.Yet to meet anyone better.
John Harrison, Liverpool
Mark has been a great help to us in sorting out our finances to ensure we are financially secure for the future and is very personable and approachable
Tiffany Woodley, Liverpool
Mark has helped me and my family think about the future, Great listener, learning what the needs were before making any recommendations.Good knowledge of the markets as well.
Andrea Edwards, Liverpool
Mark has served us well with our investments. he has a good understanding of the market and is attentive to details. He is prompt, very professional and responsive to the needs of his customers. he is sharp in his analysis.
RYAN DO ROSARIO AGUIAR, Liverpool
Mark is passionate about educating young people about finance, managing their money and making smart choices while they are young, to help them achieve what they want in the future. Mark asked me to help with a project he had put together working with year 8 students at school. It was a lot of effort on Mark's part and shows his commitment to education and young people. It was a fun experience for us all.
Jill Lomas, Manchester
Mark provided a wealth of knowledge and experience in regards to the financial sector and provided many team mates with forecasting and supporting mechanisms in regards to planning their future. He is passionate about everything he does and 24/7 is the norm and believes to win, you win together.
Robin Adaya, Manchester
Mark's approach is to build relationships with businesses to support the local community. He works with a natural flair that is an integral part of his values that is commendable in today's society. Through his dedication and hard work (and his company Ainsworth Panacea) he is able to engage with small and medium sized businesses around East Manchester / Tameside to deliver quality support to grow and develop together.
Robin Hills, Manchester
I asked Mark to meet with my parents who had been informed by friends that “tenants in common” were a suitable way for them to ensure their home and assets were passed down the family when they died. Mark completed a thorough review of their situation and asked them some insightful questions about what they wanted to achieve from their wealth and their lives. They now look on life in a different way. Mark involved all the family in how their estate was to be managed, which is reassuring to everyone involved. The answers to this background research formed the basis of his advice. He is extremely patient and questions my parents all the time to ensure they are fully aware of the implications of the advice he is giving. My mum never stops saying how wonderful he is. If anyone has a potential inheritance from elderly family members, then they should not sit back and assume the solicitor or financial adviser has all the answers, as the trust Mark has used to manage their estate, is not widely available. Mark is great financial adviser and estate planner and I would recommend him to anyone whether they are a business owner or retired person. He goes the extra mile to make sure his clients get the best possible service.
Annabelle Jardine-Jones, Stockport
Mark recently provided my wife and I with excellent advice in relation to future planning. Advice with a sense of humor. I would recommend Mark every time as an IFA.
Alan Telfar, Liverpool
Mark recently helped us plan our future finances and made, what can be a complicated process, really simple. He clearly explained our options and we felt we were in safe hands throughout the process. I would recommend Mark to anyone who is need of a financial review.
Anne Clews, Wilmslow
About us

Our team of dedicated advisers and technical planners will search the whole fo the market for you, to find you the best solutions to enable you to reach your financial planning goals.

Our services

Cashflow modelling to show you what kind of life you can live.

Where to find us
Head office address: 750 Mandarin Court, Warrington, Chesire, WA1 1GG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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