Independent Financial Adviser Stapeley, 13 Holly Road North, Wilmslow, Cheshire, SK9 1LX
FCA verified
15th July 2019
An affordable bespoke service from a pension and investment specialist with over 27 years’ experience.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
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
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Compliance via Simplybiz

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