FB Wealth Management

Independent Financial Adviser 66-68 Oswald Road, Scunthorpe, North Lincolnshire, Scunthorpe, DN15 7PG
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
The largest and leading provider of Independent Financial Advice in the Humber & Lincolnshire region offering friendly, expert advice
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Alex Munn
Gavin Smart
Keith Pearson
Joe Rogers
Accreditations
Chartered Financial Planner
Thomas Evans
Accreditations
Certified Financial Planner
Ian Simpson
Howard Pykett
Nigel Crowson
Phil Jones Chartered FCSI, APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

66-68 Oswald Road, Scunthorpe, North Lincolnshire, Scunthorpe, DN15 7PG

Make an enquiry
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.

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

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