FINANCIAL OPTIONS GROUP
Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN
Since 2002
Pensions Planning, Investment Management, Wealth Management, Insurance Planning, Life Assurance, Level Term Assurance, Decreasing Term Assurance, Critical Illness Cover, Income Protection, Lending and Tax Reporting, Strategic and Tactical Asset Allocation, Discretionary Portfolio Management, Advisory Services, Cash Management & Estate planning
Center is to give exhortation around the money related resources of high total assets people and families with the end goal to meet their long-haul needs and objectives ● offers a wide range of customised solutions, whether you want to grow, preserve or transfer your wealth to the next generation ● Offers retirement planning and superannuation, Philanthropy and Prescribed Private Funds, Investment Funds, Investment Bonds & more
Registration 6060099
TBR® Inspection Report
HOLCOMBE FINANCIAL SERVICES
1 Market Chambers, Market Place, Ramsbottom, Bury BL0 9AJ
Since 2012
?Employee Benefits, Shareholder Protection, Corporate Financial Planning, Key Person Protection, Wealth Management, Retirement Planning, Final Salary Pension Advice, Pensions Advice, Trustee Investments, Life Assurance, Critical Illness Protection, Illness or Accident Protection, Unemployment Cover, Divorce Advice, Equity Release & Mortgage
The professional and accessible company provides all-around financial advice, for individuals, families and businesses ● They believe that investment success comes from the consistent application of a robust process which is directly linked to our investment process
Registration 08008671
TBR® Inspection Report
BURY FINANCIAL ADVISER LTD.
Europa House, Barcroft Street, Bury BL9 5BT
Since 2009
Pensions Planning, Business Planning, Investment Management, Financial Planning, Personal Pension, Stakeholder Pensions, Personal Pensions, Self-Invested Personal Pensions, Group Pensions, Occupational Pensions, Business Protection, Corporate Pension Solutions, Inheritance Tax Planning, Auto Enrolment, Long & Short Term Planning
Specialises in wealth management services ● They have a lot of experience of Occupational Pensions and Pension & Divorce cases ● Offer financial advice across the spectrum including Individual Protection, Group Protection, Corporate Financial Planning and IHT planning
Registration 6777832