With over 30 years working in financial planning, I am keen to assist people who are interested in securing a sound financial future for themselves, their family and their business if they have one. My office is situated at Preston Brook, Runcorn in Cheshire, from where I am comfortably able to service clients across Cheshire, North Wales, Merseyside and Lancashire.
If you want to really get to grips with your finances, you’re in the right place. Our technology puts you in daily contact with your investments, allowing you to better control your finances. Call me today for a free demonstration of how you can finally get control of your money.
I normally visit clients at their home or place of work if convenient and work flexible hours to provide a convenient service to you.
I can help to arrange your mortgage (or re-mortgage), offer guidance on life assurance and protection policies as well as set-up tax efficient savings and pension plans to provide capital and income in the future. For those who have a need for investment advice I can help you to ensure that your investments are structured in the most appropriate manner.
We offer a very good personal service, ensuring at all time that you have a full understanding of the advice being offered to you, in a jargon-free manner. We are also very flexible and will do our best to accommodate meetings to suit your circumstances.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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