Assured Wealth and Estate Planning Limited

Independent Financial Adviser  750 Mandarin Court, Warrington, Chesire, WA1 1GG
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FCA authorised
Last authorised 14th June 2021
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
Meet our advisers
Mr Mark Jones
Director - Financial Planner
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.

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.

750 Mandarin Court, Warrington, Chesire, WA1 1GG

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