3 Best Financial Services in Macclesfield

“JPB Financial Planning Ltd specialises in lifelong financial planning, investment management and retirement or pension advice. Phil Jones, Lee Pimblott, 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.”

Read more

“G and K independent Financial Advisers is owned by Antony Key, who has over 30 years of experience in financial services and a passion for helping his clients achieve their goals. The firm that provides clear, jargon-free advice. He works hard to keep his knowledge current through advanced professional development and passing regulatory examinations. The firm strives to provide clients with clear, jargon-free advice and to offer the highest service standards. The advisers provide clients with high-quality, independent guidance across several financial sectors.”

Read more

“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 in question based on current Government legislation. SJP Partners' advice, along with their wide range of services, from retirement planning to passing your money on, is focused on one goal. 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.”

Read more