B3 Wealth Management

Independent Financial Adviser Thornbank, 38 Moorgate Road, Rotherham, S60 2AG
FCA verified
22nd October 2018
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
adviser-person
David Atack
Director
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
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.3 mi
Award winning chartered financial planning firm giving quality independent advice
 
Independent Financial Adviser 2.58 mi
A fully qualified Independent Financial Adviser with over 20 years' experience offering friendly impartial advice for individuals and corporate clients.
 
Financial Adviser (Restricted Whole of Market) 2.79 mi
Financial Advice provided in a straightforward, simple manner from an experienced advisor with over 20 years practice.
 
Independent Financial Adviser 2.87 mi
AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals &