IJP Wealth Management Ltd

Restricted - Whole of Market  Pure Offices Ltd, Cheshire, SK8 3TD
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FCA authorised
Last authorised 13th September 2021
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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Critical illness
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Income protection insurance
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Life 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
Meet our advisers
MR Paul Ivan Ward
Chartered Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
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.

Pure Offices Ltd, Cheshire, WA16 7HF

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