Independent Financial Adviser based in Wilmslow, Cheshire

I am an experienced Independent Financial Adviser based in Wilmslowe, with over 30 years in the financial services industry. Throughout my career, I have built extensive knowledge, achieving diploma status and working towards chartered status. I specialise in providing expert advice across a broad range of essential areas, including investments, retirement planning, estate planning, and personal and business protection.

As an independent financial adviser I am able to offer clients a truly complete advisory service encompassing ‘whole of market’ advice, not tied advice that most main stream banks and wealth organisations supply.

I am regulated by the Financial Conduct Authority (FCA), and therefore committed to maintaining the highest professional and ethical standards. My advice is always transparent, impartial, and focused on your best interests. To provide you with a clearer understanding of the costs involved, I offer an Advice Fee Calculator, giving you upfront insights into the pricing structure before we proceed.

Areas I Cover

I offer financial advice to clients in Wilmslow and throughout Cheshire, including:

• Holmes Chapel
• Alderley Edge
• Middlewich
• Crewe
• Macclesfield
• Knutsford
• Northwich
• Sandbach
• Warrington
• Poynton
• Chester
• Congleton

Visit My Website

For more information about the wide range of services I offer and how I can assist you in achieving your financial goals, please visit my website. There, you’ll find detailed insights into the areas I specialise in, such as investment planning, retirement strategies, estate management, and protection solutions. You can also learn more about how I work with clients to create personalised financial plans tailored to their unique needs and aspirations. Feel free to explore the resources available and reach out with any questions or to arrange a consultation.

Free Initial Consultation

If you are looking for an experienced financial adviser in Wilmslowe, I would be happy to assist you. I offer a complimentary, no-fee, initial consultation, where we can discuss your financial goals, review your current situation, and explore potential strategies to help you achieve a secure financial future. This consultation can be held either face-to-face or over the phone, depending on what works best for you. Contact me today to arrange your consultation and take the first step towards making informed financial decisions.