B3 Wealth Management

Independent Financial Adviser Thornbank, 38 Moorgate Road, Rotherham, S60 2AG
FCA verified
11th February 2019
For true independant advice with no obligation please contact us
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
David Atack
Where to find us

Thornbank, 38 Moorgate Road, Rotherham, S60 2AG

About us

B3 Wealth Management specialises in providing bespoke independent advice to successful individuals and corporate clients. We offer a personalised investment management service for both personal and pension investments and offer the full range of tax wrappers available. We are recognised pension transfer specialists and can assist in commercial property purchase through pension schemes.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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