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  11. Cartier Wealth Ltd

Cartier Wealth Ltd

Independent Financial Adviser  Millennium House, Rochdale, Greater Manchester, OL162DR
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FCA authorised
Last authorised 1st March 2021
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
Meet our advisers
Mr Imran Rafiq
Financial Adviser
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 -

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)
  • icons
    Face to face
Compliance

Cartier Wealth is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. No 153566

Millennium House, 286 Yorkshire Street, Rochdale, Greater Manchester, OL162DR

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