1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Derbyshire
  8. breadcrumb-arrow
  9. Dronfield
  10. breadcrumb-arrow
  11. B3 Wealth Management

B3 Wealth Management

Independent Financial Adviser  S18 Hub, Rotherham, S18 2XP
check
FCA authorised
Last authorised 26th July 2021
For true independant advice with no obligation please contact us
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Critical illness
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR David Atack
Director
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.

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

S18 Hub, 38 Moorgate Road, Rotherham, S18 2XP

Similar advisers near you

AFH Wealth Management
Independent Financial Adviser 3.08 mi
As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
 
See profile
Hamnett Wealth Management - Chartered Financial Planners
Independent Financial Adviser 3.14 mi
We are a Chartered firm of Independent Financial advisors. We have been awarded the Pension Transfer Gold Standard by the Chartered Insurance institute. We are actually based in Sheffield, unlike firms that market themselves from other UK locations.
 
See profile
The Private Office
Independent Financial Adviser 3.14 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
AFH Wealth Management
Independent Financial Adviser 3.23 mi
As Chartered Independent Financial Planners, Thomas Heald provides clear, transparent and affordable financial advice to individuals and corporate clients.
 
See profile