1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Yorkshire And The Humber
  6. breadcrumb-arrow
  7. South Yorkshire
  8. breadcrumb-arrow
  9. Rotherham
  10. breadcrumb-arrow
  11. B3 Wealth Management

B3 Wealth Management

Independent Financial Adviser  Thornbank, Rotherham, South yorkshire, S60 2AG
check
FCA authorised
Last authorised 21st September 2020
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
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

Thornbank, 38 Moorgate Road, Rotherham, S60 2AG

Similar advisers near you

Central Financial Planning Ltd
Independent Financial Adviser 1.24 mi
Award winning chartered financial planning firm giving quality independent advice
 
See profile
Craig Williams – 2Plan Wealth Management Ltd
Independent Financial Adviser 2.52 mi
A fully qualified Independent Financial Adviser with over 20 years' experience offering friendly impartial advice for individuals and corporate clients.
 
See profile
Mark Lightfoot
Restricted - whole of market 2.85 mi
Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or initial chat.
 
See profile
Aeon Financial Services Limited
Independent Financial Adviser 2.87 mi
AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals &
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.