Medical & Executive Financial Services

Independent Financial Adviser  Tishon House, Knutsford, Cheshire, WA16 0RT
check
FCA authorised
Last authorised 3rd May 2021
Our aim is to provide tailored financial solutions to meet individual requirements now and in the future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Simon Porter CeMAP DipFA
Partner
About us

As a long established business we pride ourselves in delivering a personal customer service experience, and our transparent approach has been a proven formula in building long term and trusting relationships with our clients.

We firmly believe that professional financial planning can add significant value to individuals and businesses.

Our services

As holistic financial planners we provide our clients with advice on all aspects of financial planning, and our advice process ensures that we consider the overall view of your financial planning situation.

Whether the advice is for you or your business we will recommend the most suitable course of action to meet your current and ongoing financial planning needs.

Looking towards the long term, our ongoing review service is designed to make sure you stay on track as your circumstances change.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Tishon House, Warrington Road, High Legh, Knutsford, Cheshire, WA16 0RT

Similar advisers near you

Independent Financial Adviser 1.5 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 2.06 mi
 
 
Independent Financial Adviser 4.39 mi
You've worked hard for what you have. Let us help you make the best of it. We'll bring clarity to your thoughts and help answer the tough questions you want answers to.
 
Independent Financial Adviser 4.39 mi
We pride ourselves on building comprehensive financial plans around sound investment principles.