IC Financial Planning Limited
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Long term care
- Long term care
53 Middlewich Road, Cheshire, Sandbach, CW11 1HU
I have been providing financial advice in Sandbach since 1989 and hold the coveted Chartered Fiancial Planner title. I specialise in the accumulation and protection of investment portfolios for specific purposes such as retirement, school fees or passing to the next generation.
I make planning simple and straightforward, using only tried and trusted methods of wealth building.
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