Trusted Planning Ltd

Independent Financial Adviser Stamford House, Northenden Road, Sale, Cheshire, M33 2DH
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
3rd December 2018
Only British Standard BS8577 certificated firm in the region. All advisers Chartered, ISO22222 & CFP certificated. Call us on ( .
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
Graham Waterworth FPMI ACII CFP Chartered Financial Planner Chartered MCSI
Senior Partner
Accreditations
Chartered Financial Planner Certified Financial Planner ISO 22222- Personal Financial Planning
Dan Brocklehurst APFS CFP Chartered MCSI Chartered Financial Planner
Managing Partner
Accreditations
Chartered Financial Planner Certified Financial Planner ISO 22222- Personal Financial Planning
What our clients say
An entirely trustworthy and professional service delivered with kindness and patience to ensure the clients financial needs and requirements are met. Through listening carefully you quickly attained an understanding of my needs and requirements and with patience and skill guided me through the process of meeting and achieving those objectives. You are clearly very knowledgeable in your areas of expertise and your advice is appropriate and balanced. You possessed the skill necessary to explain all the options that were available to meet my objectives. Additionally you were aware when I didn't retain that understanding and took the time necessary to ensure I was in full knowledge of all the options. You demonstrated great empathy in this process and I thank you sincerely for your patience. I found the meeting notes very helpful in consolidating my understanding of items covered in our meetings.
Retired, Chortlton-cum-Hardy
Excellent service. I would recommend you to others.
Retired Judge, Manchester
I find your directors very professional and would recommend you to others.
Anthony Attwood, Tettenhall
Excellent advice, help and support, thanks.
Ken Parkinson, Company Director, Much Hoole
If I had been with Trusted Planning at an earlier time I have no doubt that I would be much better off financially. Extremely helpful and rapid responses to requests. I would certainly recommend them to others.
David Walker, Retired Orthopaedic Surgeon, Llandudno
Excellent service! Many thanks for your expert help. We would recommend you to others.
Sarah & Peter Whale, Darton
We feel secure with your advice and guidance and would recommend you to others as I know you would do a good job.
Llew Sadler, Ex-Company Director, Bolton
I would recommend you to others due to your very good service.
Ann Pearson, Failsworth
Having done my research into financial advisors your qualification and recommendation plus the excellent service I have received mean that I would recommend you to others. To sum up your service in one sentence I would say 'Trustworthy'.
Colin Hughes, Swinton
I would recommend you to others. I particularly appreciate that you think ahead to make sure the proposals will work as opposed to people who just want to sell a particular product
Consulting Actuary, Chorlton-cum-Hardy
It was a pleasure to deal with Graham over the few months it took us to finalise our retirement plans. Trusted Planning has an understanding of the retirement market and can explain it clearly. They helped us to understand our retirement options and put us in a position to take informed decisions.
Ian Carter, Hyde
I would recommend you to others as you trustworthy and you properly explain the financial advice that you provide.
Clinical Psychologist, Liverpool
They really took the time to get to know us and what we want before offering solutions and made sure we were entirely comfortable before implementing them. They are completely impartial and their fee structure reflects this. Not once have we felt they have tried to rush us or sell us something.
Retired Couple, Cheshire
Dan has acted for me for several years. He’s diligent, hardworking and trustworthy.
Simon Nixon, Founder, Groupl Plc, Chester
I was about to draw my directors pension. Without the help of Trusted Planning LLP I would have made an extremely costly mistake. It is likely the impact would have been a loss of over 50% over my expected lifetime. Several other important issues came out of their thorough review including identifying an out of the ordinary inheritance tax problem which our solicitor didn’t draw our attention to when recently reviewing our wills. Having had many bad experiences to date, I am relieved to have finally found a firm that acts in my best interests and with the relevant experience and expertise. I’d have no hesitation in recommending Trusted Planning LLP to anyone.
Semi-retired Company Director, Manchester
Trusted Planning prove their worth by making complex financial decisions easier to make. Having met many IFAs over the years, Trusted Planning LLP are the only one that I would trust with my money.
Company Director, Cheshire
Where to find us

Stamford House, Northenden Road, Sale, Cheshire, M33 2DH

Contact us
About us

Choosing the right or wrong source of financial advice can make a huge difference to your financial future and general wellbeing. Trusting your financial future to an adviser always involves an initial 'leap of faith'.

Such an important decision should only be made after careful due diligence to determine whether the firm not only has the relevant qualifications, experience and expertise but also has its interests aligned with those of its clients. Of paramount importance is the motivation and ethics of the individual advisers and firm.

Our services

The advice provided by the majority of advisers places far too much emphasis on products, solutions and investments without really getting to know clients or fully understanding their objectives.

The primary objective of most if not all of us is to achieve and/or maintain our desired lifestyle without fear of running out of money (or dying with too much). We take time to get to know our clients, their current lifestyle and the lifestyle they aspire to. Only then do we proceed to analyse their current financial arrangements and help them plan to meet their objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

T&Cs provided following enquiry and on request.

No charge for the initial meeting. Engagement terms provided before commencing chargeable work.

Access to final salary pension review service at very reasonable prices.

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