Irwell Wealth Management

Independent Financial Adviser  5 Sandy Lane, Preston, Lancashire, PR5 0SQ
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FCA authorised
Last authorised 14th June 2021
At Irwell Wealth Management we make sure we take the time to understand your needs, goals and objectives.
We can advise you on
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Annuity purchase
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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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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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Socially responsible investments
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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EEA
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Rest of world
Meet our advisers
Mr Iain Longworth
Chartered Financial Planner
About us

Irwell Wealth Management are based in Manchester and the North West, the firm was set up by Iain Longworth & Marc Bailey, who each have over 15 years experience in Financial Services. The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.

Our services

Irwell Wealth Management is a firm of Independent Financial Advisers, specialising in providing advice on Pensions, Investments, Inheritance Tax Planning and Wealth and Personal Protection. We provide comprehensive financial planning services for clients, whether they are saving towards their first property or taking drawdown from their retirement fund. We pride ourselves on providing a friendly, knowledgeable and professional serivce.

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

5 Sandy Lane, Hoghton, Preston, Lancashire, PR5 0SQ

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