Old Royle Wealth Management Ltd

Independent Ground floor, Adamson house, Towers Business Park, Wilmslow Road, Manchester, M20 2YY

First meeting at adviser's own cost

Response rating

10 /10

14th October 2019

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 01615 068334 Recommend to a friend

Meet our advisers

Richard Clayton DipPFS CeFA CeMAP

Wealth planning manager

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

R05 - Financial Protection (CII)

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

R03 - Personal Taxation (CII)

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.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

R01 - Financial Services, Regulation and Ethics (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

Diploma In Financial Planning (CII)

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

J08 - Financial Planning Practice (CII)

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

CeFa - Certificate for Financial Advisers

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.

Where to find us

Ground floor, Adamson house, Towers Business Park, Wilmslow Road, Manchester, M20 2YY

Make an enquiry

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)

Make an enquiry Request a call back 01615 068334 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Make an enquiry Request a call back 01615 068334 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01615 068334 Recommend to a friend

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