Keyline Financial Solutions Ltd

Independent Financial Adviser  Landmark House, Cheadle, Cheshire, SK8 7BS
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FCA authorised
Last authorised 14th June 2021
Managed well money can enable you to live the life you want to live - "advice is key"
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 & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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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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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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Estate planning
Meet our advisers
MRS Jane Travis DipPFS
Director
MR Peter Ng BSc(Hons)
Director
About us

From our offices in Cheadle Hulme, Keyline Financial Solutions Ltd provides advice to mainly private clients as well as investment advice to professional trustees. Our aim is to always provide a personal and professional service which surpasses expectation.

Our services

Our clients are the focus of everything we do. We advise on the creation and preservation of wealth and at retirement we will recommend solutions designed to maximise income. We use the latest technology which allows our clients to view their investments and legacy policies in one place. This means keeping track of an investment portfolio becomes a simple task with online access and valuations in "real time". Our ultimate aim is to recommend and agree a straightforward, flexible and appropriate strategy designed for long term financial well being.

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

Landmark House, Station Road, Cheadle Hulme, Cheadle, Cheshire, SK8 7BS

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