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Investment & Wealth Managers in Lancashire

01254 954 125 Send Enquiry
11 James Bowers Sovereign Wealth LLP
Pensions family protection Investment Wealth Management ISA's Inheritance Tax Planning Income Protection Pensions on Divorce investment planning Business Protection business continuity intergenerational planning Retirement & Pension Planning Retirement Options Retirement Planning Unit trusts Investment Bonds Life Insurance Critical illness cover Critical Illness Insurance Tax Planning wealth preservation Trust Planning Trusts & Estate Planning Estate tax planning Estate planning Trusts Financial Advice Financial Adviser Cash Flow Planning Cash flow modelling Financial Analysis income tax Capital Growth Capital Gains Tax
28 posts
11 Philip Stoker Philip Stoker
Pensions Inheritance Tax Planning investment planning family protection Income Protection Wealth Management Employee Benefits Insured Employee Benefits ISA's
9 posts
9 William Voegt Liongate Wealth
family protection Pensions ISA's Investment Wealth Management Pensions on Divorce Income Protection Inheritance Tax Planning Pension Transfers investment planning Wills Wills Trusts and Inheritance
9 Dorota Przybyl Open Financial Solutions Ltd
Final Salary Pension Transfers Wealth Management Mortgage & Protection Advice Remortgages Pension Planning ISA IHT Life and Health Protection Invesment Planning BTL Mortgages General Insurance Tax Allowances Critical Illness Insurance
5 Paul Howarth PH7 Wealth Management Ltd
investment planning Pension Transfers Pensions Pensions on Divorce Wills Investment family protection Corporate & personal taxation
5 testimonials
3 posts
4 Michael Glover True Potential
Investment Wills investment planning family protection Pension Transfers Pensions Inheritance Tax Planning bloodline planning side ways inheritance wealth preservation trusts power of attorney 12000 investment choice graded managed portfolios
4 posts
4 Gary Ward Whittaker Financial Solutions
"You hold the key to happiness - It's your choice to open the door" Money does not guarantee you happiness but understanding how to use it to ensure…
2 testimonials
4 posts
4 Darren Wilson-Baylay Pettecrew Financial Planning
Personal Financial Planning Corporate Financial Planning Pensions Final Salary Pension Transfers Pensions Freedom Pension Transfers Wealth Management ISA's investment planning family protection Life Insurance Critical Illness Insurance Income Protection Inheritance Tax Planning Trust Planning Will Writing
11 posts
3 Michael clarke True Bearing Limited
Mike is a Director of True Bearing and a Chartered Financial Planner. Whilst advising across a broad specturm, Mike particularly enjoys working in…
7 testimonials

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3 Dominic Smith Sorensen Financial Services
Providing tailor made financial solutions for both personal and commercial clients to meet their needs in the areas of life assurance, retirement…
5 posts
3 Colin Hart Colin Hart Wealth Management
Following a career in industry, 10 years ago I chose to specialise in wealth management and am an Associate Partner of the prestigious St. James's…
4 posts
3 Jonathan Lee Cheshire Premium Property …
1.Cheshire Premium Property Investments (CPPI) presents the opportunity to view a range of practical, well-informed, diligent and high quality niche…
5 posts
2 David Allen HE Financial Services Ltd
I specialise in wealth management, which covers saving for retirement, lump sum and regular investments, inheritance tax planning and personal and…
2 Peter Wray Gannon Lindsay Wray - IFA
Gannon Lindsay Wray is directly authorised and regulated by the Financial Services Authority. All the advisers within Gannon Lindsay Wray provide…
2 Stephen Milligan
About Me: Born in Wigan, I entered employment as a non-destructive inspection engineer in the oil, gas and energy sector. In 1984 I changed direction…
1 Timothy Burge WHIreland
I have an economics degree from Cambridge and over 20 years institutional investment experience with Allianz Insurance plc. At Allianz, I managed the…
1 Andrew Hough-Smith WHIreland
I provide investment advice and discretionary services for clients, companies & trusts on a bespoke basis. Expertise I help create the most suitable…

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