Intelligence Wealth Management Ltd

Independent Financial Adviser  Myburo, Cheshire, Altrincham, WA14 1PF
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FCA authorised
Last authorised 1st March 2021
Please contact us for an initial meeting to learn how we may assist you.
We can advise you on
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Annuity purchase
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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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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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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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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 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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Long term care
Meet our advisers
MR Tom Roche BA, BAI, DipPFS
Managing Director
About us

We provide bespoke advice to SMEs and Individuals. Our areas of expertise include Financial planning, wealth management, pensions, investments and protection.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Myburo, 20 Market Street, Cheshire, Altrincham, WA14 1PF

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