Cheshire Trafford Uk Limited

Independent Financial Adviser 4 Connaught Fold, Huddersfield, West Yorkshire, HD2 1RB
FCA verified
20th August 2018
Clearly explained advice at a reasonable cost but note, no fees until you are satisfied that we can help.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Stephen Sutton MIFS DipFA
Managing Director
Where to find us
About us

We place an emphasis on clear & simple communication in a friendly, efficient and effective manor. With more than three decades of experience in financial services we are a general practice with an holistic approach.
We regularly work with other specialist advisers to ensure that your overall objectives are met. Nothing is too complex or too simple!
Free initial consultations will normally determine whether we can help. If so, a suitable remuneration structure will be agreed.
Happy to meet at your home or place of work.

Our services

1. We Listen very carefully and communicate very clearly.
2. We assess your needs and objectives.
3. We examine your existing plans (if any).
4. We discuss possible solutions with you and we formulate a plan of action.
5. We put our recommendations to you.
6. We review our recommendations with you and ensure that you fully understand them.
7. We confirm the costs.
8. We obtain your approval to proceed.
9. We implement your plans.
10. We provide reviews to ensure that all is going to plan.

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

We are 'Whole of Market' Independent Financial Advisers directly regulated by the Financial Conduct Authority (FCA ref: 434472).

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