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
Investment & Wealth Managers in Lancashire
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Providing tailor made financial solutions for both personal and commercial clients to meet their needs in the areas of life assurance, retirement…
5 posts
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
1.Cheshire Premium Property Investments (CPPI) presents the opportunity to view a range of practical, well-informed, diligent and high quality niche…
5 posts
I specialise in wealth management, which covers saving for retirement, lump sum and regular investments, inheritance tax planning and personal and…
I provide investment advice and discretionary services for clients, companies & trusts on a bespoke basis. Expertise I help create the most…
I have an economics degree from Cambridge and over 20 years institutional investment experience with Allianz Insurance plc. At Allianz, I managed the…