Old Royle Wealth Management Ltd

Independent Financial Adviser  Ground floor, Adamson house, Stockport, Greater manchester, SK2 7NL
First meeting at adviser's own cost
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Capital gains tax
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Estate planning
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Income tax
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st June 2020
Meet our advisers
Richard Clayton DipPFS CeFA CeMAP
Wealth planning manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

At Old Royle Wealth Management we specialize in the provision of face-to-face independent financial advice to individuals, families, trustees, directors & businesses. We truly believe we have created a culture where clients come first and we believe that you will notice the difference. We have a firm commitment to being independent and believe that this route will stand the test of time. To us it is clear that by offering a whole of market choice, we can offer our customers the very best unbiased financial advice.

Our services

It is doubtful that any firm would deem themselves less than experts in all fields of financial advice, however the proof is in the pudding as they say. Rather than write a long description about how good we are like some, with a free initial consultation we will leave that for you to decide. However, A few promises we can ensure are:

✔ Down to earth straight talking no jargon advice
✔ We will always say things as they are
✔ Direct contact with an adviser, no call centres or call options
✔ Independent advice (not restricted to one provider)

Where to find us
Head office address: Ground floor, Adamson house, Towers Business Park, Wilmslow Road, Manchester, M20 2YY
Preferred clients
Minimum wealth (income/assets)
£50,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 1st June 2020

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