3 Best Financial Services in Macclesfield, UK

"JPB Financial Planning Ltd specialises in lifelong financial planning, investment management and retirement or pension advice. Phil Jones and Will Beighton are directors of JPB Financial Planning Ltd. The leadership team takes responsibility for the strategic and day-to-day management of the business. They specialise in all areas of financial planning and offer a bespoke service to each corporate client. They work with other companies, providing specialist support to their firm in tax, legal, risk assessment, compliance, investment management, and research. They have a dedicated team to access the market's leading technology and research systems. Their support team is responsible for handling all day-to-day queries with a hands-on approach. JPB Financial Planning Ltd became a firm of Chartered Financial Planners in 2020, awarded by the Chartered Insurance Institute (CII). They maintain an in-house compliance team to safeguard their clients’ interests and uphold the highest standards in financial planning. Their Investment Committee meets quarterly to monitor portfolio performance and ensure that the financial planning strategies they recommend remain robust, up-to-date, and responsive to market conditions.

"Kavanagh & Associates Wealth Management specialises in delivering face-to-face wealth management advice to individuals, trustees, and businesses in all aspects of financial planning. Paul Kavanagh is the principal of this firm and has over 25 years of experience in financial services, giving him an amazing breadth of knowledge of clients' circumstances and the ability to match the right solution to their needs. Jack Callaghan is the financial planner. Each plan is tailored to the individual client based on current Government legislation. Whether they support you in the complex area of corporate planning or with pension advice or estate planning, they want you to feel confident and in control of your finances. They offer a full range of expert advice and services across all areas of retirement planning. Whether you're looking to maximise your pension fund, you're nearing retirement yourself, or you're managing employee retirement, speak to them today. They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. You can contact them to arrange a meeting.