Tristan Brodbeck Financial Planning Ltd

Independent Financial Adviser 14 Winstanley Road, Sale, Cheshire, M33 2AR

First meeting at adviser's own cost

Response rating

7.0/10

20th May 2019

Take control of your money before it takes control of you!

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Make an enquiry Request a call back Show number Recommend to a friend

Meet our advisers

Tristan Brodbeck BA(Hons) DipFA MIFS CertPFS MAQ

Director

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

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

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

MAQ - Mortgage Advice Qualification (CII)

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.

Where to find us

14 Winstanley Road, Sale, Cheshire, M33 2AR

Make an enquiry

About us

With over 20 year's experience, Tristan Brodbeck Financial Planning Ltd was established to allow completely impartial and unfettered advice to clients throughout the country.

Our services

Take control of your money before it takes control of you! We provide a sympathetic and personal service, with realistic friendly jargon-busting financial planning.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

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

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

Similar advisers near you

Trusted Planning Ltd

Independent Financial Adviser 0.32 mi

Only British Standard BS8577 certificated firm in the region. All advisers Chartered, ISO22222 & CFP certificated. Call us on ( .

See profile

Bridgewater Financial Services Limited

Independent Financial Adviser 0.4 mi

We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.

See profile

Holborn Assets Limited

Independent Financial Adviser 0.4 mi

Specialist Pension and Investment Advisers.

See profile

Allens Wealth Managers LLP.

Independent Financial Adviser 0.45 mi

A Chartered firm specialising in lifetime financial masterplans that enable you to live a more positive, comfortable and fulfilled life.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.