FB Wealth Management

Independent Financial Adviser  26 South St Marys Gate, Grimsby, Lincolnshire, DN31 1LW
check
FCA authorised
Last authorised 14th September 2020
The largest and leading provider of Independent Financial Advice in the Humber & Lincolnshire region offering friendly, expert advice
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Nigel Crowson Chart FP
Independent Financial Adviser
Ian Simpson
Group Pensions Manager
Howard Pykett
Independent Financial Adviser
Thomas Evans APFS
Independent Financial Adviser
Joe Rogers
Chartered Financial Planner
Gavin Smart
Independent Financial Adviser
Keith Pearson
Independent Financial Adviser
Alex Munn
Independent Financial Adviser
Phil Jones Chartered FCSI, APFS
Partner & Chartered Financial Planner
Tom Saleh
Independent Financial Adviser
About us

A modern and innovative firm of Independent Financial Advisers/Wealth Managers established since 1988 and owned by the region’s largest firm of Chartered Accountants, who have been in business since 1935.
9 fully qualified and authorised advisers whose collective knowledge and expertise cover all aspects of personal and corporate financial planning including being authorised to provide advice on DB (final salary) scheme pension transfers. Our advice is unbiased and unrestricted, delivered through a choice of different client service levels to fully meet your needs.
Initial meetings are held on a no obligation, no fee basis. Financial and taxation advice available.

Our services

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

26 South St Marys Gate, Grimsby, N E Lincolnshire, DN31 1LW

Similar advisers near you

Independent Financial Adviser 0.68 mi
I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
 
Independent Financial Adviser 2.15 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 10.49 mi
Based at Caistor and Heighington, we specialise in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning , Trusts & Protection
 
Restricted - whole of market 12.89 mi
My clients enjoy financial clarity, retire with confidence, save time and pay less tax. I'm trusted and friendly, a VouchedFor 2020 Top Rated Adviser & Pension Transfer Specialist (including Final Salary schemes). Choose face-to-face or online meetings.