Breaks Wealth Management Ltd

Restricted - Whole of Market  Stoneholme, Bury, Greater manchester, BL8 3AN
First meeting at adviser's own cost
While many of my clients are friends I never forget that first and foremost I have been trusted by them to look after their financial affairs which is a privilege and I show my gratitude by doing my utmost to make them happy they did.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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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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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Paul Breaks
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Hi I'm Paul
30 years a adviser so I've seen a few changes in my time. I believe that money is like a language and the more you understand a language the better able you are to converse and enjoy the country you're in. So I see my job as teaching the language of money in all its guises i.e.
pensions, investments, protection so that clients can make better informed decisions.

Our services

Well I'm going to say see above aren't I but I would say what differentiates us is that we also see financial planning as a journey. A journey we go on with you. Like any journey you inevitably feel different at the beginning than at the end. All the "what ifs?" get answered along the way and like any journey there can be stormy weather at times but because we travel with you and have made thousands of similar journeys are support and reassurance takes away much of the "what ifs?"
In plain English we review all plans and planning with you on a regular basis so that as were changes are needed because of circumstances, personal or legal, we can make them and because you now know the language you will better understand the reasons why.

Where to find us
Head office address: Stoneholme, 42 high street, walshaw, bury, Lancashire, BL8 3AN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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