Principle Investment Management

Independent Financial Adviser  91, Stockport, Greater manchester, SK6 6AA
Personal, professional approach simplifying complex financial matters. Helping clients accumulate, preserve and enjoy their wealth.
We can advise you on
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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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SIPPs
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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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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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 private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Alex Vincent DipPFS
Financial Adviser

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Charles Vincent DipPFS
Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Principle Investment Management is directly authorised by the FCA (Financial Conduct Authority), privately owned independent financial planning practice that has been established over ten years.

The current advisory team have over 60 years combined financial services experience with expertise and specialism ensuring that we can deliver solutions to the most complex financial needs.

Specialisms include:

Advice to company directors
Retirement planning
Wealth management
Pensions advice
Property finance
Personal & business protection

Our services

Meeting face to face with an adviser to discuss savings, investments, pensions, deposit accounts, property and investment strategies all focused on achieving your objectives.

All existing arrangements can be considered and combined to create a fully integrated financial plan. We look at the “big picture” and simplify complex financial scenarios by using our knowledge, and analytical technology to deliver a clear and concise plan to act on for you.

By understanding what really matters to you we can help you guide you through the financial maze, keep you on track and make your dreams become a reality.

Where to find us

91, Stockport Road, Marple, Cheshire, SK6 6AA

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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