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  11. Empirical Financial Planning

Empirical Financial Planning

Independent Financial Adviser  76 King Street, Manchester, M2 4NH
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FCA authorised
Last authorised 26th July 2021
We help you plan - Plan for retirement, plan for life-changing adventures, and plan for the worst-case scenario to make it as good as possible. We use Evidence-based Advice to make your plans become reality. We’re a Top 100 Adviser as ranked by FT Adviser
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 & divorce
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Pensions & retirement planning
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Pensions review
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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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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection 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
Mr Matt Lynch
Director & Independent Financial Adviser
About us

We’re completely independent, which means we aren’t bound by any in-house products or fund ranges. Using Evidence-based Advice, we can actively seek out the best-in-class solutions to meet your needs, free from any bias or conflict of interest. We use a unique blend of economic theory, empirical analysis, & behavioural science as guiding principles in the pursuit of the optimal.

Our services

We offer a comprehensive service, using our unique evidence-based advice to design a bespoke "flight plan" to map out where you are vs where you want to be. We'll then act as your "pilot" to guide you through an ever-changing landscape of financial markets, legislation, taxation, and much more.

What's included in a comprehensive financial plan?

- Net Worth and Cash Flow (Debt, Budgeting, Cash Flow Analysis)
- Risk Management (Health, Life, Long Term Care & Sickness Analysis)
- Investment Management (Portfolio Analysis)
- Tax Management (Income tax, inheritance tax, capital gains etc)
- Retirement Planning (Scenario Planning, Drawdown, Flexi-Access etc.)
- Estate Planning (Review of Wills, Trusts, etc.)

We can also work on a fixed-fee basis and can undertake specific project work, for example, focussed advice on a specific issue or one-off tax calculations etc.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Empirical Financial Planning Ltd is an appointed representative of Validpath Limited, which is authorised and regulated by the Financial Conduct Authority No. 197107. Empirical Financial Planning Ltd is registered in England and Wales. Registered office 76 King Street, Manchester, M2 4NH.

76 King Street, Manchester, M2 4NH

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