Bletchleys

Independent Financial Adviser  Unit 13 A, Wetherby, S3 8BX
First meeting at adviser's own cost
We provide Independent financial advice that's as unique as you are. Well on your way to financial freedom or already there? At bletchleys, we're big on bespoke advice that helps you squeeze the most out of life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Miss Amie Marshall
Director & Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
As a client of bletchleys, I can honestly say I have been impressed with the advice I've been given so far. Amie has shown a lot of care and consideration of my circumstances and tailored my investments to suit. I feel very safe in her hands.
Maxine, Lincolnshire
Amie is very professional and gives great advice, which she always backs up to give the best quality service, whether you are looking for private pensions company pensions, life/health insurance or sound investment advice. Amie manages the company pension scheme for our 40 employees and has helped us set up salary sacrifice for this. She spends time with each member of staff to review and advise on the best plan forward, from an 18yr old to a 63yr old. Our employees value her advice: “Amie really understood what I needed and explained everything in a manner that I could understand”.
Andy, Greater Manchester
"It is a pleasure to deal with bletchleys. Amie took the time to clearly explain the options available to us and we always feel we are listened to."
Shirley & Bill, West Sussex
About us

We are an independent financial adviser who help our clients get more out of life.

We are very keen to get to know you and your family, properly and as such we promise to limit the number of clients each adviser has to ensure that they have the time to do this and provide you with what we feel is a truly bespoke service.

We genuinely care for each and every client - we want to be able to hold your hand when times are tough, to go the extra mile for you and to become your lifelong friend on what is a very personal journey.

Our services

We offer an initial ‘discovery’ meeting, the cost of which will be met by our firm. Once we have a better understanding of your needs and objectives, we will explain how we may be able to help and discuss our charges.

If we feel we get on well and we would like to work together, we will send you the relevant paperwork for you to review and return to us.

We then use cashflow modelling to map your future and consider various scenarios (an example of which would be shown in your discovery meeting.) We would then have a further meeting to discuss the options and agree on a plan.

We would then be able to complete a financial review where we would review all agreed aspects of your financial planning, including your underlying assets and advise on how these need to be structured to help you to achieve your plan.

We would then have an annual review. We would encourage you to contact us whenever you would like -whether that be to notify us of a change or tell us about your holiday!

Where to find us
Head office address: Unit 13 A, 92 Burton Road, Wetherby, S3 8BX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022

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