North West Financial Planning Ltd

Independent Financial Adviser  21 Oak Drive, Cheshire, SK7 2AD
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FCA authorised
Last authorised 1st March 2021
We believe in building and maintaining a long-term trusted relationship with our clients providing high quality personalised advice.
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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Buy my next home
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Equity release
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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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Traded endowment policies
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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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 ISA
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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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Group risk
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Long term care
Meet our advisers
MR Cliff Worthington DIPPFS
Director
MRS Claire Worthington BA(HONS), ACII, APFS
Chartered Financial Planner
About us

Family run small IFA business offering very personal service. All advisers have either Chartered or Diploma level qualifications. Specialise in investment planning, technical pensions advice, long term care planning, equity release and inheritance tax planning.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

21 Oak Drive, Bramhall, Stockport, Cheshire, SK7 2AD

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