McGarrie Vahey & Partners

Independent Financial Adviser  McGarrie Vahey & Partners, Wilmslow, Cheshire, SK9 5AG
First meeting at adviser's own cost
In 2018 McGarrie Vahey & Partners celebrated our 40th Anniversary and pride ourselves on helping clients achieve their 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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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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Employee benefits
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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 income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Chris Williams MSc APFS
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

Accreditations
Chartered Financial Planner
Simon Carling LL.B. (Hons) MLIBF DipFA
Managing Director
Nick Green MLIBF DipFA
Senior Financial Adviser
Tim Haynes BA (Hons) DipPFS
Director
About us

The business was established in 1978 to provide Independent Financial Advice to clients residing in the South Manchester and Cheshire area.

The business has evolved over the years and we now have clients throughout the UK. In recent times we have started to establish business links in London.

We have a small but strong team based approach to looking after our clients and have built many trusted relationships. These include quality professional connections. We are also currently looking to recruit both advisers and administrative staff to join our team.

We believe in long term client relationships. Many of our clients are long standing, but we continue to add new clients.

Where to find us
Head office address: McGarrie Vahey & Partners, Suite 11, Wilmslow House, Grove Way, Water Lane, Cheshire, Wilmslow, SK9 5AG
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020

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