Intelligence Wealth Management Ltd

Independent Financial Adviser  Myburo, Cheshire, WA14 1PF
check
FCA authorised
Last authorised 10th January 2022
Please contact us for an initial meeting to learn how we may assist you.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
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, WA14 1PF

Similar advisers near you

Independent Financial Adviser 0.07 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
Restricted - whole of market 0.24 mi
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions, investments and protection to tax and estate planning.
 
Independent Financial Adviser 0.32 mi
Chartered Financial Planners specialising in Investments, Pensions, Trusts and Inheritance Tax Planning.
 
Independent Financial Adviser 0.33 mi
Independent impartial advice to help you to secure your financial future.