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  11. IJP Wealth Management Ltd

IJP Wealth Management Ltd

Restricted - Whole of Market  Pure Offices Ltd, Cheshire, SK8 3TD
First meeting at adviser's own cost
Chartered Financial Adviser specialising in Pension advice for all types of pensions including Final Salary Pension Transfers
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Pensions transfer
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SIPPs
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Stakeholder
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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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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
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Long term care
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Response rating
9.3/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Paul Ivan Ward
Chartered Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
What our clients say
I met with Paul on four occasions where he provided very in depth pension advice very honestly. He helped with consolidation of my various pensions, including Defined Benefit, and also gave very valuable advice on tax efficient pension drawdown. I found Paul to be very forthright and honest, even when I 'grilled him' on the subject of 'scamming'. Paul has obviously worked very hard to get where he is now and takes a great deal of pride in his work. I am certain that he has the best interests of his clients (and potential clients) at heart. At age 62 years and researching 'pension freedom', I wanted to know if I could, and more importantly, could afford, to retire early. Not knowing the full extent of my situation, I realised that I would need some professional advice and that is where Paul fitted in.
Ian, North West
Paul gives friendly, impartial and honest advice. I would recommend him to anyone who is seeking help with pensions, insurance and mortgages. He will tell you straight away if a product or policy is not suitable for your situation or needs even if this means he is losing out on extra business. In my opinion you would do well to find a better IFA.
Ian, Cheshire
About us

I am a Chartered Financial adviser, and as such I am able to advise on the following areas:

- Pension advice on all pension types including Final Salary/Defined Benefit transfers

- Estate planning

- Long Term Care Planning

- Investment Advice for Trustees

- Investment advice including Inheritance Tax Mitigation


I am based in Cheshire and Manchester.

I adopt an extremely professional and friendly approach and have been recommended by many of my clients for explaining complex and beneficial Financial Planning in easy-to-understand language.

I welcome all enquiries, and can also offer details of clients who would be more than happy to speak to you in relation to their experience of my advice.

Please contact me for a free initial consultation to begin your advice journey, and for me to work along-side you to create your Financial Plan, especially if you would like to discuss obtaining a Cash Equivalent Transfer Value on your Defined Benefit or Occupational Pension.

Our services

We provide best Advice for pension and retirement clients, advising on ALL types of pensions, including Final Salary and Defined Benefit Schemes.

Having obtained Chartered Associate status with The London Institute of Banking and Finance, we are qualified to the highest level.

Please contact us today for a free initial consultation to begin your advice journey.

Where to find us
Head office address: Pure Offices Ltd, Cheshire, SK8 3TD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

IJP Wealth Management is a trading style of Camargue Wealth Limited which is an Appointed Representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
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FCA authorised
Last authorised 22nd February 2021

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