Nigel Liptrot & Associates Wealth Management

Independent Financial Adviser  McGarrie Vahey & Partners, Cheshire, Wilmslow, SK9 5AG
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FCA authorised
Last authorised 26th July 2021
We offer a no obligation initial consultation in order to establish the needs and goals of the individual(s)
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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Savings for children
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School fees planning
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Accident & sickness
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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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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 risk
Meet our advisers
MR Dominic Liptrot DipPFS
Financial Adviser
MR Nigel Liptrot CertPFS MIFS DipFA
Financial Adviser
About us

Nigel Liptrot & Associates Wealth Management is based in Wilmslow, Cheshire and was established in 2003. We are an Appointed Representative of MVA Holdings Ltd which is authorised and regulated by the Financial Conduct Authority.

At Nigel Liptrot & Associates Wealth Management, our aim is to provide good quality financial advice to our clients and to maintain a life-long relationship. We believe that it is important to remain in regular contact, enabling us to take into account any changes in circumstances which may affect the long term goals of our clients and ensuring that we have the best possible solutions to meet all of our clients on-going needs and goals.

Our services

We firmly believe that to get the best out of the financial planning service which we offer, clients should be engaged and take an active interest in the process to ensure that needs and goals can be established and a solution put in place that clients fully understand. We will then work together in reviewing these plans and updating them with any changes in circumstances.

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

McGarrie Vahey & Partners, Wilmslow House, Grove Way, Water Lane, Cheshire, Wilmslow, SK9 5AG

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