BEST RATED » MACCLESFIELD » FINANCIAL SERVICES

3 Best Financial Services in Macclesfield, UK

Expert recommended Top 3 Financial Services in Macclesfield, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

JPB FINANCIAL PLANNING LIMITED

11 Market Place, Macclesfield SK10 1EB DIRECTIONS

Since 2016

Here’s The Deal:
JPB Financial Planning Ltd is a privately owned financial planning firm based in Macclesfield, Cheshire. The firm specialises in providing financial planning and also offers bespoke service to each individual and corporate client. Phil Jones, Lee Pimblott, and Will Beighton are directors of the JPB Financial Planning Ltd. The leadership team takes responsibility for the strategic and day-to-day management of the business. They have a dedicated team who can access the market's leading technology and research systems.

SPECIALITY:
Pension, Tax and Estate Planning, Pre-Retirement Advice, Investment Management, Long Term Care, Family & Business Protection

Registration 9703725

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jpbfinancialplanning.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

MULBERRY FINANCIAL LTD.

Waters Green House, Waters Green, Macclesfield SK11 6LF DIRECTIONS

Since 2007

Here’s The Deal:
Mulberry Financial Ltd is an independent financial planning firm that gives you 100% unbiased financial advice on a broad range of financial matters. They work with builders, engineers, graphic designers, and pensioners. They advise their clients on ways to improve their financial position, by increasing returns, improving their financial security, or saving on tax. Gary Lee and Helen Ditcham are financial planners at the Mulberry Financial Ltd. Gary Lee has been working in financial services for over 20 years, and he primarily focuses on pensions and retirement planning. Helen Ditcham has over 20 years of experience in the financial industry in administration, as an adviser and recently as an IFA practice manager.

SPECIALITY:
Pensions, Investments and Savings, Defined Benefit or Final Salary Pension Transfers, Occupational and Personal Pensions, Pre and Post Retirement Options, Estate & Finacial Planning

Registration 05969267

[email protected]

mulberryfinancial.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

G & K INDEPENDENT FINANCIAL ADVISERS

47 Ivy Lane, The Old Vicarage, Macclesfield SK11 8NU DIRECTIONS

Since 1999

Here’s The Deal:
'G and K independent Financial Advisers' is a financial consultancy firm in Macclesfield, England that provides clear, jargon-free financial advice. Tony Key is the financial planner at the 'G and K independent Financial Advisers' who has over 30 years of experience in financial services. He works hard to keep his knowledge up to date through advanced professional development and passing regulatory examinations. The advisor provides you with high-quality, independent guidance in several financial sectors. 'G and K independent Financial Advisers' primarily serves the Cheshire, Staffordshire and South Manchester regions.

SPECIALITY:
Investment Management, Mortgages, Last Will, Investment Options, Pensions and Retirement, Life Insurance, Taxes, Financial & Estate Planning

Registration 0847511

[email protected]

gibbonsandkey.co.uk

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Mon-Fri: 9:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report: