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.
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.
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.
Pure Offices Ltd, Cheshire, WA16 7HF
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.