Blue River Wealth Management Ltd

Independent Financial Adviser  1st Floor, Knutsford, Cheshire, WA16 6BA
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FCA authorised
Last authorised 16th November 2020
We provide an investment service focused on keeping costs to a minimum & preserving your hard earned money.
We can advise you on
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Annuity purchase
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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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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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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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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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EEA
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Rest of world
Meet our advisers
Lisa Shurba
Adviser
Mike Dobson
Director
About us

We provide an investment service focused on keeping costs to a minimum & preserving your hard earned money.
We’ll take you through a clear and straightforward process that will allow you to make an informed choice.
People come to see us when they have sold a business, or they’re just trying to find out how much is enough.
Once the process is completed clients tell us they feel genuine peace of mind that they’ve made the right decision.
Visit our sister company, No Nonsense Annuities for up to date pension annuity advise. <url hidden>

Our services

Our core service involves 3 core elements:
Cashflow modelling - providing a picture of how your finances will look in the futures to help you plan your goals.
Investment planning – putting together an investment portfolio that will help you achieve your financial goals.
Regular reviews – to keep everything on track and deal with any changes in circumstances and goals.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

1st Floor, 2 Adams Court, Adams Hill, Knutsford, Cheshire, WA16 6BA

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