Cheshire Trafford Uk Limited

Independent Financial Adviser  Capital House, Hull, East Yorkshire, HU12 8SN
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FCA authorised
Last authorised 1st March 2021
At Cheshire Trafford we provide independent financial solutions using a friendly, customer focused approach. <url hidden>
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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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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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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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
Meet our advisers
MRS Lisa Wickens BSc (Hons), DipFA, MLIBF
Office Manager and Independent Financial Adviser
MR Rodney William Leonard FIoD, Chartered FCSI
Managing Director
About us

Established for 50 years, our advisers can provide a comprehensive professional service offering advice on a variety of products and services, including pensions - both company/business and personal, UK and overseas savings & investments, life/health insurance, inheritance tax planning. All expenses will be discussed at your first meeting, which will be free of charge. for a no obligation consultation, please call today.

Our services

We are a well established Firm who have been caring for our clients families for a number of generations. We believe customer service comes first in our relationships with our clients.

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

Capital House, Main Street, Lelley, Hull, East Yorkshire, HU12 8SN

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