We believe that investment success comes from the use of a well researched and robust process, using best practice tools, and applying consistent policy over time. At Cullen Wealth, we know thatmanaging your finances is about more than looking after your money. It's about achieving your lifelong goals. As a leading team of financial experts, we will always focus on making sure your wealth helps you live life on your terms.
We have included useful information for you about statements, repaying your loan as well as guides and useful forms. If you've received an annual statement, we have an interactive guide and a usefulFAQ that could help answer any queries you may have.
CAVA Finance are a well respected finance broker within the North West and have a great reputation for fulfilling financial and vehicle / asset requirements of clients all over the UK including Bury,Liverpool, Manchester and the Lake District across a wide range of markets and sectors. CAVA Finance is owned by Mike Bailey, who has over 30 years in the finance industry and has a good understanding of the market place and has built up an enviable reputation with specialist funders.
Cheshire Financial was founded with the aim of providing fair, ethical advice to consumers. With a wealth of experience in helping people with their insurance and financial needs, we feel we areperfectly set up to help give you balanced, unbiased advice. We are comprised of fully qualified professionals with significant knowledge and extensive working experience in assisting people with their financial and insurance requirements.
Leedhams was formed in 1990 by Barry Leedham, who ran the business until his retirement in December 2013. Leedhams was formed around family values, with an emphasis of working with clients in theirlong-term best interests - this remains as important to the business today as it did at the start. At Leedhams we aim to provide you with a welcoming, professional environment where our team are polite, patient and well qualified.
Camargue House was formed in 2013 as a collaboration between leading professionals in the industry with a joint understanding of the needs of our clients, and of the increasingly complex world offinancial services. We had our clients' interests at heart when choosing to create a solid base from which to service future generations of clients.
No Debt Now is an impartial and complete financial solutions companies, offering complete, honest and effective financial resolutions direct to the public. Providing a personal service, we supply ourclients with tailor-made solutions to meet their individual needs and make sure their needs are put before profits. Consumers in England and Wales may also wish to consult the Insolvency Service's debtor guide - In debt? Dealing with your creditors.
Whatever your circumstances and wherever you are in life there may come a point when you will need the services of a solicitor. Pearson Solicitors and Financial Advisers offer a wide range of privateclient, commercial and financial services. A truly comprehensive service to meet your needs.
Appleton Gerrard Private Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA). Branch principal: K.Ariyawansa FCA no. 624553. The FCA does not regulate Wills, legaland accounting advice and some forms of trust and tax planning.
Gresham Wealth Management Ltd is an Independent Financial Advisory (IFA) firm based near Manchester in Cheshire. At the heart of our business is you, our client. Client service and satisfaction is keyto Gresham Wealth Management Ltd. We aim to combine traditional service values with forward thinking innovative solutions to provide the best results for you. At Gresham Wealth Management Ltd, we offer a broad range of financial services advice. Client needs may be straightforward or be more complex.
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional andcommitted to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
Choosing a professional as your partner in building wealth and security is one of the most important decisions you will ever make. Look around our website, take your time, choose wisely, and we hopewe can earn the right to work with you in the future.
Bramhall Financial Limited provides a compassionate service where the emphasis is on listening to your individual needs and providing solutions through our expertise. We help recently bereavedindividuals who are desperately in need of professional support, guidance and understanding, to structure their finances for their future. Our advisers take pride in the referrals we continue to receive from satisfied clients.
Our dedicated team provide a holistic approach to independent financial advice, fully embracing modern technology whilst maintaining a personalised service tailored to your specific needs. Many of ourclients have been with us for as long as 20 years and have recommended their friends, family and colleagues to us on the back of our "Plain English" explanations and solutions to a wide range of financial issues.
We currently manage over £1 billion of assets on behalf of our clients. Greystone Financial Services is a Top 100 IFA firm, offering our clients both advisory and discretionary services. We arean extremely stable business, having adopted the recurring income/fee based operating model as far back as 1995. As a Chartered Firm we operate at the leading edge of industry standards, and our core values are competence, transparency and honesty in our dealings with both clients and each other.
Trusted Planning LLP is a Cheshire based IFA and Chartered Financial Planner firm with clients in Cheshire, Manchester, Lancashire and further afield. All advisers are Certified Financial Planners andBS ISO22222 certified. Most of our clients have been referred by other clients or respect legal and accountancy professionals.
Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are manydifferent 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension to fund for your retirement.
Chris works directly with clients to determine exactly what needs to be done to achieve financial and lifestyle objectives. He is a keen sportsman who stopped playing football in his early 40's andnow plays golf at Bolton Golf Club. Chris is also a Bolton Wanderers season ticket holder (West Stand) and watches them play home and away, whenever possible.
This debt reduction plan example tool is for guide purposes only, to establish the possible comparison between a Debt Reduction Plan and Debt Management Plan. Income and Expenditure would be subjectto verification. We will always work on a "best advice" basis for you, we will not try to railroad you into a solution that suits us and not you. We will carry out a full financial assessment allowing us to recommend the best possible option, then assist and support you every step of the way.
We believe that before you can hope to develop a sound financial plan you need an equally sound plan for your life. Creating something like that is called 'Life Planning'. It's a new and developingfield, which is assisting thousands of people better prepare for their future. It can genuinely help give a more secure, contented and fulfilling retirement. The idea is to encourage clients to dig deeper, to examine their values and find out what's really important to them.