FINANCIAL OPTIONS GROUP
Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN
Since 2002
Pensions Planning, Investment and Wealth Management, Life Assurance, Level Term and 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
BURY FINANCIAL ADVISER LTD.
Europa House, Barcroft Street, Bury BL9 5BT
Since 2009
Pensions and Business Planning, Investment Management, Personal Pension, Stakeholder Pensions, Self-Invested Personal Pensions, Group and 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
TBR® Inspection Report
MOSCROPS FINANCIAL PLANNING
2 Millett House, Millett Street, Bury BL9 0JA
Since 1986
Independent Financial Advice, Shareholder Protection, Key Person Insurance, Partnership Protection, Pension and Investment Planning, Life & Protection Insurance
Offers independent financial planning advice for a hugely varied list of clients around Bury, Lancashire and Greater Manchester ● Their core values ensure they act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything they do ● They operate a transparent charging structure and put their clients’ best interests at the heart of the business
Registration OC360289