Pettecrew Financial Planning (Urmston Office)

Independent Financial Adviser  76 Gloucester Road, Manchester, Greater manchester, M41 9AE
First meeting at adviser's own cost
Independent, unbiased advice delivered face to face. Adviser with over 20 years experience. Initial meeting without obligation or charge.
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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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 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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Mark Carter
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Stephen Pettecrew
Independent Financial Adviser

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
For the past 5 years Steve has provided us with a first class service and we would like to thank him for his help and assistance in all financial planning matters. It is a breath of fresh air to work alongside an Independent Financial Advisor who truly is independent to the extent that only appropriate products are recommended to our clients. These products have saved our clients large amounts of money and some have meant that our clients have now got financial peace of mind for many years to come.
P Sammons, Nantwich
As a small business, the expertise of PFP has been vital in ensuring we meet our statutory obligations for employee benefits, but more importantly provide our employees with the professional pension advice and support they require. I believe that PFP are key in assisting with our staff retention.
A Platt, London
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
I started my own limited company and was looking for ways to invest for my future. Stephen was recommended to me by some associates of mine. He took a great deal of time to advise me on my options so that I was absolutely clear about his advice, and I believe this personal touch was instrumental in my ongoing use of his services and advice. I had used others prior to Stephen, but felt that he set the bar a little higher when it came to his knowledge and advice.
Ewan, Dundee
I sold my business in 2008 and required advice on how to make the most of my capital. Stephen recommended an investment portfolio for my retirement and provided valuable tax advice on my pension planning and inheritance tax postition. I now regard him as a trusted friend as well as adviser and recommend him to others.
Clive, Sale
I needed advice as I was contracting and wanted to setup a suitable pension fund. Stephen gave me advice on all my existing pension arrangements and helped me consolidate them. I am able to keep track of my investments by using an app on my Ipad.
Chris, Bedfordshire
About us

Pettecrew Wealth Management provides individually tailored financial solutions to both corporate and private clients. Extensive use of award winning web based technology provides clients with access to their own secure website from which all of their financial information can be viewed and managed.
An initial consultation is available to all new client enquiries, free of charge and without obligation.

Our services

Clients benefit from having an experienced adviser that can be contacted at any time to deliver advice that takes into account all their objectives. We are highly active in the investment and pensions advice market.

Where to find us

76 Gloucester Road, Urmston, 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
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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