Pettecrew Financial Planning (Hale Office)

Independent Financial Adviser  Pettecrew Financial Planning, Altrincham, Greater manchester, WA14 5UU
First meeting at adviser's own cost
Independent impartial advice to help you to secure your financial future.
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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Accident & sickness
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Buildings and contents
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Critical illness
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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
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Darren Wilson-Baylay

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

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

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

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.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

What our clients say
I have been very satisfied with the advice I have received from Pettecrew Financial Planning. PFP have managed a number of my small pensions, consolidating them into a manageable sum. The advice has been straightforward and has given me options that I had previously been unaware of - to my benefit. Valuable guarantees on some of my arrangements were identified and left in place where appropriate.
E. Lowndes,, Manchester
About us

At Pettecrew Financial Planning we are Independent Financial Advisors and therefore research the whole market place for the very best solution for you. Our clients are at the heart of everything we do and we strive to improve your financial position by adopting a personal and jargon-free approach. We understand that financial planning can seem complex and sometimes daunting. With the recent pension changes, it has never been more important to get high quality advice. We aim to maximise tax efficiency and create a pathway to help you achieve your stated investment or retirement objectives. We believe that everybody is an individual and provide tailored financial solutions to both corporate and private clients. Extensive use of award winning web-based technology provides our clients with access to their own secure website. An initial consultation is free of charge and without obligation.

Our services

We are passionate about helping you achieve and maintain your financial independence at whatever stage you are in life.

They key to sound advice and on-going service is always dependent on a clear understanding of your financial goals. We know that over time, these goals can sometimes change and as a valued client, you can rest assured that we are always here for you.

Where to find us
Head office address: Pettecrew Financial Planning, 76 Gloucester Road, Urmston, Greater Manchester, M41 9AE
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
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020

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