Bonham Financial Planners LLP

Independent Financial Adviser  Bonham Financial Planners LLP, Macclesfield, Cheshire, SK10 2NG
check
FCA authorised
Last authorised 21st September 2020
Our relationships with clients are built on trust and we bought your best interest first.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Andrew Hulmes
Chartered Financial Planner
Scott Anderson
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.82 mi
Hurstwood Financial Planning offers personalised financial planning to help you find clarity, set your goals and create and implement a plan to help you reach your financial goals as efficiently as possible.
 
Independent Financial Adviser 0.87 mi
At Consilium Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff.
 
Restricted - whole of market 0.89 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
Independent Financial Adviser 0.94 mi
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.