Blue River Wealth Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Insurance & protection
- Critical illness
- Life insurance
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
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Savings
- Lump sum
- Regular savings
- School fees planning
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Financial planning
- Wealth management
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Expatriate finances
- EEA
- Rest of world
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
1st Floor, 2 Adams Court, Adams Hill, Knutsford, Cheshire, WA16 6BA
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 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.
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