Irlam Estates Financial Services Ltd

Restricted - Whole of Market  Irlam Estates Financial Services Ltd, Manchester, Greater manchester, M44 6FE
First meeting at adviser's own cost
We pride ourselves in offering simple straight forward financial advice in a friendly environment.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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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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Payment protection insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Joanne Hobson
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Simon Jones

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

About us

Irlam Estates Financial Services Ltd is a family run business. We offer a friendly personal service and we pride ourselves on offering expert advice in a wide variety of areas whether being mortgages, insurance, pensions, retirement planning, investments or inheritance planning.

Our aim is to build long term relationships based on trust which enables us to offer the advice to help meet our client’s needs no matter what they are.

We offer a friendly and transparent approach to financial planning and investment. We seek to minimise risk, costs and tax whilst enabling you to achieve your financial goals and objectives. We prefer to keep things simple. The over-riding objectives of our service is for you to experience peace of mind.

We have an in-house Financial Services team with advisers, offering walk-in appointments.

Where to find us
Head office address: Irlam Estates Financial Services Ltd, 200 Liverpool Road, Irlam, Greater Manchester, Manchester, M44 6FE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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