Informed Wealth Management Ltd

Independent Financial Adviser 9 Barton Road, Worsley, Manchester, M28 2PD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Professional, friendly and all-encompassing financial advice to help you set and manage your financial goals with a trusted partner.
We can advise you on
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Richard Kunikowski FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Richard, with all sincerity I state that your advice and help with regard to my investments and financial affairs has been and continues to be excellent. I couldn't wish for a more considerate and kindly advisor, and happily offer this testimonial.
Christopher Owen, Nantwich
When I decided to retire early at the age of 57, I needed impartial advice about my various pension pots. I needed someone who would look at the whole picture and give me options. Richard Kunikowski listened to my explanation of my needs, and he came up with several options. Richard's advice was clear and detailed, so I felt empowered to make the best decision. He helped set up the solution that I found to be best for me, it couldn't have been more straightforward. I would recommend Richard without hesitation.
Andy Hughes, Manchester
Whilst writing we feel we must thank you personally for the manner in which you have dealt with the various aspects of our proposals. In this day and age, the purchase of Pension Annuities is of particular importance and I am grateful for your clear guidance in this respect. The placing of our property into Probate Preservation Trusts was also of great importance to us and despite complications resulting from our previous attempt to purchase the Freehold of the property, you guided us through the maze with an impressive attention to detail for which we can only say ‘Thankyou’. We would also thank you for the re-structuring of our Wills. We had always thought our ‘Home-Drawn’ attempts were sufficient but again your advice was excellent and precise, and we now feel we have all aspects covered. All in all, we have appreciated the detailed and relaxing atmosphere in which all of our discussions have taken place giving us confidence in the decisions we have made.
Philip and Patricia Nuttall, Worsley
Where to find us

9 Barton Road, Worsley, Manchester, M28 2PD

Contact us
About us

As a Chartered Financial Planner with Informed Wealth Management Ltd, I'm committed to delivering better value and choice for my clients.
With a key focus on Pensions, Investments, Estate, and Tax Planning I deliver advice through face-to-face meetings and the most up to date technology within UK financial services, with my clients having full secure online access to their true financial picture.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important. As a result, you will be better informed, confident and empowered to reach your financial goals.

Our services

Clear, independent advice on investments, pensions, annuities, protection, trusts and inheritance tax planning. Utilising the latest technology to give easy access to information and ongoing advice, clients are provided the best possible Wealth Management service to reach their financial goals. Initial consultations free of charge. Home or office visits can be arranged.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Regulatory statement:

Informed Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority FSR number 782609. Registered in England and Wales as a Limited Company No 10803012.

Investment
Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.

Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
Non-investment protection contracts.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

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