Integrity Wealth Management
-
Financial planning
- Wealth management
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Long term care
- Long term care
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
34 Hesketh Croft, Leighton, Cheshire, Crewe, CW1 4RY
I have worked in Financial Services in various client facing roles for 35 years and am a member of the Personal Finance Society with the required Statement of Professional Standing. This requires a minimum standard of continuous professional development ensuring my advice remains current in the ever changing world of financial services.
I am proud to offer independent financial advice from the whole of market rather than being tied to certain companies/products and aim to offer excellent customer service and professional advice to create long term client relationships.
With over 26 years' experience as a Financial Adviser I am able to offer a wealth of knowledge and expertise including advice on Retirement Planning, Trust and Estate Planning, Investment and Savings and Family/Mortgage Protection.
As a potential client you can look forward to a relaxed initial face-to-face meeting at a place of your convenience which will be at my expense.
I will always advise in the clients’ best interest and will not undertake any work that work that would compromise this. For example I have recently declined to implement a solution requested by a client that, following discussion, we agreed was not cost-effective.
I’m currently very interested in talking to small investors who have small/medium amounts of savings that they have had for more than 2 years that are getting (virtually) no interest and that they don’t have an immediate need for.
Using the planning and advice facility of our personal finance portal they can self-invest into a portfolio of different types of asset, broken down according to their own attitude to risk, with no upfront product or adviser charges and only a small on-going annual charge.
This is a straightforward and affordable way to invest into an ISA or investment account.
Similar advisers near you
Legal information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.