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Investment & Wealth Managers in Lancashire

01254 954 125 Send Enquiry
11 Philip Stoker Philip Stoker
Pensions Inheritance Tax Planning investment planning family protection Income Protection Wealth Management Employee Benefits Insured Employee Benefits ISA's
8 posts
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 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
11 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 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
4 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 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 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
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

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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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