Irvine Investment Management Ltd

Independent Financial Adviser  18 Hartley Road, Merseyside, Southport, PR8 4SA
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FCA authorised
Last authorised 2nd August 2021
We offer a personalised service with access to a Chartered Financial Planner All initial consultations are free of charge.
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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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Long term care
Meet our advisers
MR Fraser Irvine
Chartered Financial Planner
About us

Irvine Investment Management specialises in Financial Planning for individuals, small businesses and trusts. We offer a personalised service with access to a Chartered Financial Planner for all our clients. Particular areas of expertise are pension and retirement planning, investment and asset management, cash flow planning, inheritance tax and estate planning, long term care advice and investment advice for trustees. All initial consultations are free of charge and without obligation. To arrange a meeting with a Chartered Financial Planner send an email to <email address hidden>

Our services

Irvine Investment Management specialises in Financial Planning for individuals, small businesses and trusts. We offer a personalised service with access to a Chartered Financial Planner for all our clients. Particular areas of expertise are pension and retirement planning, investment and asset management, cash flow planning, inheritance tax and estate planning, long term care advice and investment advice for trustees. All initial consultations are free of charge and without obligation. To arrange a meeting with a Chartered Financial Planner send an email to <email address hidden>

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

18 Hartley Road, Merseyside, Southport, PR8 4SA

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