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  11. Sustainable Financial Planning

Sustainable Financial Planning

Independent Financial Adviser  Manchester Business Park, Manchester, M22 5TG
First meeting at adviser's own cost
Chartered Financial Planner providing Independent Financial Advice built around your 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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Income protection insurance
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Life insurance
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Estate 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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Group risk
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Long term care
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Response rating
9.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Andrew Winstanley
Chartered Financial Planner
What our clients say
Andy took time to understand our requirements then worked out various strategies for investing our pensions and arranging life insurance. He talked us through the risks involved with each strategy which allowed us to make a calculated decision. Thanks to Andy we now know what our retirement plan is and that the kids will be ok if something was to happen. He really did go above and beyond what we expected from a financial advisor!
S Bradley, Cheadle Hulme
Andrew listened to and understood my aims and needs in retirement and after analysing my current investments provided advice on how to provide the income required in the most efficient way. He also provided projections for my investments based on potential future requirements such as health care.
Keith, North Manchester
Clear, challenging conversations centring on ensuring we considered fully our financial goals, current position and options. Excellent, detailed scenario modelling to help us make decisions both immediate and longer term. Proactive in raising opportunities for us to improve our position.
Elizabeth, Bolton
About us

At Sustainable Financial Planning our purpose is to create comprehensive and bespoke financial plans based on your future aims and ambitions and then carefully guide you through the various stages of life to keep these plans on track.

We will take you on a journey to understand what is important to you and how we can achieve your goals, ensuring the investments used reflect and align with your own personal views.

Our values:

Honest
Responsible
Balanced
Sustainable

Sustainable Financial Planning is able to integrate most elements of financial planning including, Pensions, Investments, Estate Planning, Tax mitigation, Life and Protection Insurance, Mortgage Advice and general Wealth Management.

We live by our values through the way our business is run and the solutions we provide to you.

Our services

Please find below a list of the services we provide. We would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

- Financial Planning
- Pensions
- Savings and Investments
- Life Assurance
- Wealth Management
- Mortgages

Where to find us
Head office address: Manchester Business Park, 3000 Aviator Way, Manchester, M22 5TG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Sustainable Financial Planning is an appointed representative of TenetConnect, which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

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