Bonham Financial Planners LLP

Independent Financial Adviser Bonham Financial Planners LLP, Charter House, Charter Way, Cheshire, Macclesfield, SK10 2NG
FCA verified
17th June 2019
Our relationships with clients are built on trust and we bought your best interest first.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Equity release
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Scott Anderson
Independent Financial Adviser
Andrew Hulmes
Chartered Financial Planner
Where to find us

Bonham Financial Planners LLP, Charter House, Charter Way, Cheshire, Macclesfield, SK10 2NG

About us

Bonham Financial Planners are Independent Financial Advisors the two partners are Scott Anderson and Andrew Hulmes who have combined, over 50 years experience in the financial services industry and have gained a great deal of knowledge and experience in providing financial plans and solutions to meet client objectives.
We're proud to have been awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute (CII). The award of Chartered titles is strictly controlled by the Privy Council and is an objective measure of high standards of professionalism.
This title is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice.
Chartered Status is the industry's gold standard and is currently met by only a select number of firms.

Why you should use a firm of Chartered Financial Planners:
We are required to ensure that the advice, service and ongoing support we provide to you:
*Is of the highest quality
*is based solely on your researched needs
*Is provided by someone operating within their level of competency.

Our services

We arrange peoples or businesses financial affairs in a tax efficient way. We offer a range of solutions to a persons or businesses protection and investment needs in an open and transparent way. We have wide experience of advising individuals and businesses on complex pension and investment matters. We are able to offer advice on a wide range of matters including pension transfers, inheritance tax planning, pension schemes and retirement planning.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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