Empirical Financial Planning

Independent Financial Adviser  76 King Street, Manchester, M2 4NH
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FCA authorised
Last authorised 1st March 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

76 King Street, Manchester, M2 4NH

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