Cartier Wealth Ltd

Independent Financial Adviser  Millennium House, Rochdale, Greater manchester, OL16 2DR
First meeting at adviser's own cost
Low client fees advocate - client-focused Professional financial advice service.
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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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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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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Corporate pension
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Employee benefits
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Group ISA
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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
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Imran Rafiq
Financial Adviser

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

About us

Helping you navigate you through your financial journey. We build our business on trust, integrity and transparency.

Our services

We help navigate you through your financial journey with our six stage process

1. Engage -
2. Discover -
3. Research & Analyse -
4. Present -
5. Implement -
6. Annual Review -

Where to find us
Head office address: Millennium House, 286 Yorkshire Street, Rochdale, Greater Manchester, OL162DR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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