Investment & Wealth Managers in Manchester

Investment & Wealth Managers

  • Retirement Options
  • Pensions on Divorce
  • Pension Transfers
  • Pensions
  • Pensions Freedom
  • Pension Planning
  • Investment
  • investment planning
  • Pensions
  • Pension Transfers
  • Wills
  • Investment
  • investment planning
  • company pension contributions
  • wealth preservation
  • enterprise investment schemes
  • Pension Transfers
  • investment planning
  • Wills
  • Investment
  • enterprise investment schemes
  • Pensions
  • Pensions on Divorce
  • vct (venture capital trusts)
  • Investment
  • Wills
  • investment planning
  • family protection
  • Pension Transfers
  • Pensions
  • Inheritance Tax Planning
  • bloodline planning

"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 that you reach the goals that are really important to you can certainly help. My offering to clients is one of expert advice and is based on nearly 30 years of experience in the…

Mike is a Director of True Bearing and a Chartered Financial Planner. Whilst advising across a broad specturm, Mike particularly enjoys working in the Retirement and Corporate Financial Planning areas. He works closely with the accountancy and legal professions, having developed robust partnerships with companies throughout the…

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 Place Partnership. My clients are predominantly North West based professionals or already retired. My emphasis is on maintaining a long-term relationship with my clients and to…

Hi my name is John Ward and I am the Principle of John Ward Wealth Management Limited. I have been involved in all aspects of Wealth Management over the past 33 years and specialise in Retirement Planning for Companies and Directors, Family & Business Protection, Individual and Trustee Investments and Trust and Estate…

Providing tailor made financial solutions for both personal and commercial clients to meet their needs in the areas of life assurance, retirement planning, investments and estate planning. Telephone: . I am looking to forge strong commercial links with other businesses where we can have a mutually beneficial relationship for…

David Wherrit INVESTMENT 4 ALL – MD Investment & Wealth Manager

INVESTMENT * SAVINGS * PENSIONS * INTRODUCER * INVESTMENT4ALL.CO.UKDavid has a wealth of experience as a former Independent Financial Adviser of 23 years.Also many years in Stockbroking Management as Nominee Company Secretary, Locum Dealer, Office Manager etc.A mature and experienced listener, David would like to use his…

Prior to joining the financial services industry, I spent 12 years working in Financial Services. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be…

My name is Nadia Tariq. I am a financial adviser based in Manchester covering North-West and London.  I understand that financial planning can be a complex task as over the years clients take on different financial products, all of which offer different purpose and return.  As a qualified and experience financial adviser my…

We are driven at Depledge to serve our clients to the highest standards. We want Depledge Strategic Wealth Management to be synonymous with trust, integrity and sound judgement. Our Clients We currently act for over 300 clients with over 60 being business owners, managing or finance directors. The vast majority of these…

Expertise I specialise in creating and maintaining my clients wealth. I can of offer advice in the following areas: Investments (new and transfers), pensions (new and transfers), Inheritance Tax Planning, all forms of insurance and Mortgages.

Expertise Business Strategy, Multiple level growth strategies, Sales, Marketing, Operations & Logistics

Ex-Trak's Intelligent Parcel Solution is a totally unique web-based multi-carrier selection portal. Its dynamic decision matrix selects the best delivery solution for any parcel dispatched from your business at a price you will find hard to beat. Not only will Ex-Trak save your business a significant amount of money, it has…

Multiple Investment Partners GB (MIPGB) specializes in identifying and sourcing a small number of hand-picked new products for IFAs and professionals to promote to their clients. When looking to build a balanced portfolio it may be appropriate for these products to be included. Appropriate research and due diligence is always…

Dewhurst Torevell provides completely independent financial and investment advice. Our aim is to help individuals and organisations to manage their wealth in a sensible, straightforward manner.Expertise We offer a full suite of wealth management services to private and corporate clients, including investment management,…

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With over 12,000 local professionals, Manchester Professionals is the largest professional network in the North-West. For help, call 0161 232 7771 or write us at enquiries@manchesterprofessionals.co.uk.

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