Summary

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 Planning Investments to mitigate Inheritance tax.

Expertise


Retirement Planning for Companies and Director's e.g. SIPP & SSAS schemes and trustee investments
Investments for Individuals and Trustees e.g. ISA's, Risk Related portfolio's and Income creation
Family & Business Protection
Estate Planning for retired people and their families

Experience

  • John Ward Wealth Management

    Principle
    2011 - Current
    Formed new business in January 2011
  • Top 20 Firm of Accountants

    Regional Director of Financial Planning
    - Current
  • John Ward Personal & Corporate Wealth Management

    - Current
    John Ward Personal & Corporate Wealth Management

Education History

  • Gcse and A Levels

    Altrincham Grammar School for Boys
    1968 - 1975

Qualifications

Diploma In Financial Planning

Clubs and Associations

Ashley Cricket Club
Old Altrinchamians

Interests and Hobbies

Cricket, Golf, Fishing and Family Holidays

Email John

Popular Financial Advisers in Manchester

  • Employee Benefits
  • Inheritance Tax Planning
  • Income Protection
  • Pensions
  • Pension Transfers
  • + 17 more
  • 9 postings
  • family protection
  • investment planning
  • Wealth Management
  • Wills
  • Investment
  • + 7 more
  • Investment
  • Corporate &...
  • Pensions
  • family protection
  • investment planning
  • + 3 more
  • 5 testimonials
  • 3 postings

Find the right professionals in Manchester

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details