Brookdale IFP Limited

Independent Financial Adviser  135 Brookdale Avenue South, Wirral, Merseyside, CH49 1SP
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FCA authorised
Last authorised 21st September 2020
Perfect for clients who want a long-term relationship with an adviser who they can trust.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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SIPPs
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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School fees planning
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Life insurance
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Travel
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Capital gains tax
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Estate planning
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Taxation planning
Meet our advisers
Paul Mabon BSc(Hons) DipPFS
Director
About us

A family-owned firm set up to provide a high quality financial planning service to clients who value a long term relationship with an adviser who genuinely cares about helping them to achieve their objectives in life. We'll help you take control of your finances, identify and prioritise what is important to you, and implement a plan that will organise your finances in such a way as to maximise your chances of achieving your goals.

Our services

We only work with a small number of clients, and we build long-term relationships with them. We provide independent financial planning advice, and we are also ethical investment specialists for those clients who wish to align their investments with their ethical views.
Our strength is our relationship with clients, as demonstrated by their feedback, and this is because a client will always see the same adviser at each meeting.

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

135 Brookdale Avenue South, Greasby, Wirral, Merseyside, CH49 1SP

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