Financial Adviser

Paul’s bio will appear here soon, please check back at a later date to see the updated results.

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Financial Adviser

I am a financial planner based in Bury, Lancashire. I have worked in the industry since 1994 in various different positions, including Investment Management, Life & Pension providers and Financial Planning and this has provided me with a wealth of experience and knowledge.

The majority of my time has been spent working with people who are planning for the future, approaching retirement or considering retiring now. The topic of Pensions can be complex, I like to break this down so it becomes simple, clear and easier to understand. Financial planning covers many areas, not just pensions, I will help you in creating a financial plan that we can work towards and review in detail each year to ensure you retirement is achievable and sustainable.

We can meet in person at our Bury office, or in your own home. Post the pandemic there has been an increased demand for meetings to be held over a video call, you choose. I pride myself on providing a first-class, professional service

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Administration Assistant for Simon

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Financial Adviser

Simon has worked in financial service for over 25 years, predominantly as a Financial Adviser. He has a wealth of experience and knowledge in all aspects of financial planning. Simon’s client base covers the North West and is happy to come to you in the comfort of your own home.

“Client care is exceptionally important to me, I am passionate about the on-going service I provide to my clients. I enjoy ensuring that the retirement journey is a valuable and successful one for the client”

Simon’s clients say he is friendly and approachable and gives advice that is clear and simple to understand.

In his spare time, Simon enjoys travelling and spending time with his two grown-up children, for his sins, he is a keen Oldham Athletic supporter.

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Administration assistant

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Financial Adviser

I strive to be an extremely accessible, simple to understand, and down to earth independent financial adviser, who provides a highly personalised service.

I pride myself on providing tailored financial advice and building long lasting client relationships. I do not take an “off the shelf” approach as each client is an individual, with individual needs and individual goals. Pensions make up the bulk of my work, with around 70% of my clients seeking pension advice. I deal with both pre and post-retirement clients. I help individuals build up their pension for when they come to retire, and also help those who are already retired access it in the most tax-efficient manor.

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Junior Administration

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Administration / Paraplanning

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Senior Administration / Trainee Para Planner

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Administration assistant to Brett

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Senior Administration

Natasha’s bio will appear here soon, please check back at a later date to see the updated results.

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Administration assistant

Sabba’s bio will appear here soon, please check back at a later date to see the updated results.

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Office Manager / Senior Admin

Wendy’s bio will appear here soon, please check back at a later date to see the updated results.

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Bobby is the office dog, he loves a little sing song.