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Investment & Wealth Managers in Lancashire

01254 954 125 Send Enquiry
11 Philip Stoker St James's Place Wealth …
Pensions Inheritance Tax Planning investment planning family protection Income Protection Wealth Management Employee Benefits Insured Employee Benefits ISA's
3 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 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
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
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 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

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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 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 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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