Summary

Chartered firm of Independent Financial Advisers based in Timperley, Altrincham, Cheshire

Expertise


Investments, pensions, mortgages, equity release, trusts


Experience

  • Brookfield Financial Planning

    Independent Financial Adviser
    - Current

Education History

  • International Management with American Business Studies

    University of Manchester - Manchester Business School
    2000 - 2000
    1st Class Honours

Qualifications

Chartered Financial Planner, Fellow of the Personal Finance Society (FPFS), Advanced Diploma in Financial Planning, Diploma in Financial Planning, Certificate in Mortgage Advice, Certificate in Equity Release and Lifetime Mortgages

Clubs and Associations

Member of the Chartered Insurance Institute (CII), Fellow of the Personal Finance Society (PFS) and member of the Institute of Financial Planning (IFP)

Email Claire Manterfield

Popular Financial Advisers in Manchester

  • investment planning
  • Pension Transfers
  • Pensions
  • Pensions on Divorce
  • Wills
  • + 3 more
  • 5 testimonials
  • 3 postings
  • Income Protection
  • Pensions
  • Pension Transfers
  • ISA's
  • Inheritance Tax Planning
  • + 31 more
  • 23 postings

"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…

  • 2 testimonials
  • 4 postings