Assured Wealth and Estate Planning

Independent Financial Adviser  Assured Wealth and Estate Planning, Cheshire, Warrington, WA1 1GG
check
FCA authorised
Last authorised 29th March 2021
We want to know you and your life goals first, so we help you understand what these are.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
EEA
check
Rest of world
check
Commercial mortgages
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Meet our advisers
MR 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
  • mouse
    Online (Live chat, video, email)
  • icons
    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

Similar advisers near you

Independent Financial Adviser 0 mi
Independent Financial Planners, specialising in pensions, investments and retirement planning.
 
Independent Financial Adviser 0.69 mi
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.
 
Restricted - whole of market 0.7 mi
Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
 
Restricted - whole of market 0.75 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice