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  11. Blue River Wealth Management Ltd

Blue River Wealth Management Ltd

Independent Financial Adviser 1st Floor, 2 Adams Court, Adams Hill, Knutsford, Cheshire, WA16 6BA
FCA verified
13th August 2018
We provide an investment service focused on keeping costs to a minimum & preserving your hard earned money.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • School fees planning
    • Wealth management
    • EEA
    • Rest of world
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Mike Dobson
Director
adviser-person
Lisa Shurba
Adviser
Where to find us
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.

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
Compliance

Blue River Wealth Management Ltd is registered in England & Wales No.6658888 Registered Address: Enterprise House, 97 Alderley Road, Wilmslow, Cheshire, SK9 1PT Blue River Wealth Management Limited is authorised and regulated by the Financial Services Authority (FSA) Blue River Wealth Management Limited is entered on the FSA register www.fsa.gov.uk/register/ under reference 487904. The FSA do not regulate all of the services that we provide. For more information please contact us The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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