Assured Wealth and Estate Planning

Independent Financial Adviser  Assured Wealth and Estate Planning, Warrington, Cheshire, WA1 1GG
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FCA authorised
Last authorised 14th September 2020
We want to know you and your life goals first, so we help you understand what these are.
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 review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Lump sum
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Regular savings
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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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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Commercial mortgages
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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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Long term care
Meet our advisers
Mark Jones
Director - Financial Planner
About us

An independent financial planning company whose philosophy is different from our peers. We focus on your lifetime financial planning goals and align your finances to meet them. Your goals and plans comes first, then the tactical selection of tax and wealth management to achieve your goals.

Our services

Lifetime cashflow planning, showing you what you can achieve between now and age 100. See your finances in detail and see what is available to do for you, your business and your family. We want you to do your bucket list now whilst your young enough to appreciate them, with a view to getting you to retirement easier than you had planned.

As estate planners we can show you how to create wealth and protect it for the next generation too.

Preferred clients
Minimum wealth (income/assets)
£50,000
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

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

Assured Wealth and Estate Planning, 750 Mandarin Court, Cheshire, Warrington, WA1 1GG

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