Investline

Independent Financial Adviser Stapeley, 13 Holly Road North, Wilmslow, Cheshire, SK9 1LX
FCA verified
15th October 2018
An affordable bespoke service from a pension and investment specialist with over 27 years’ experience.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Wealth management
    • EEA
Meet our advisers
adviser-person
Rehana S Hindle Dip Pfs Cert(MP)
Financial adviser
Where to find us

Stapeley, 13 Holly Road North, Wilmslow, Cheshire, SK9 1LX

About us

Investline is proof of the saying ‘Small is beautiful’. When you call us, you are assured of a personal service from a firm that truly values your custom. And being a small firm also means that we never miss those small details.
Fully FCA-regulated, we offer independent, professional and unbiased advice on pensions, investments and other key areas of personal finance. When you come to us, we will first carry out a full fact-find and risk assessment to establish your investment profile. We will then design for you a bespoke portfolio and manage this on a monthly basis to ensure that it stays in line with your goals.

Our services

Our specialist areas are pensions and investments, but we also offer a wide range of other financial services including:
• Insurance & protection
• Tax & trust planning
• Small business advice
• Savings (including ISAs)
• Expatriate finances
• General financial planning

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Compliance via Simplybiz

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