LONSDALE WEALTH MANAGEMENT
Dunston Business Village, Butterfly House, Stafford ST18 9AB Directions
Since 2001
Here’s The Deal:
Lonsdale Wealth Management is a financial consultancy firm in Penkridge, England, that offers investment, estate and retirement planning, pension advice and protection advice. Neil Homer is an independent financial adviser at the firm. He has over twenty years of experience in this industry. He is passionate about cash-flow modelling for his customers. Zoe Ward and Shelley Homer also work for Lonsdale Wealth Management. Lonsdale Wealth Management serves in Penkridge, Stafford, Stone, Telford and Shrewsbury.
SPECIALITY:
Financial, Investment, Retirement and Estate Planning, Protection, Pension Advice, Tax, Trust Investments, Long-Term Care & Cash Flow Modelling
Registration 225488
TBR® Inspection Report:
PRINCIPLE WEALTH SOLUTIONS LTD
8 N Walls, Stafford ST16 3AD Directions
Since 2013
Here’s The Deal:
'Principle Wealth Solutions Ltd' has highly qualified financial professionals with over 150 years of combined experience in financial services. They provide advice and planning to people who need to make the most of their finances, reduce mortgages and protect what's important. The firm was started in 2013. Ian Warburton and Leigh Kenny are directors of 'Principle Wealth Solutions Ltd'. Their mission is to pave the way for a more secure financial prospect for you, your family, and businesses of all sizes. 'Principle Wealth Solutions Ltd' gives advice based upon your overall financial circumstances. Through their policy of treating customers fairly, you can rest assured that they have your best interests at heart.
SPECIALITY:
Financial Planning, Protection, Business Protection, Mortgages, Pensions, Wealth Management, Taxation, Equity Release, Savings & Investments,
Registration 08523862
TBR® Inspection Report:
FRIENDLY WEALTH MANAGEMENT
64 Lichfield Road, Stafford ST17 4LW Directions
Since 2001
Here’s The Deal:
'Friendly Wealth Management' provides a comprehensive range of services to assist clients with investment and financial management needs. The firm has been providing services for over 20 years. They have experienced and qualified financial planners. The team provides a financial advice service for those whose objective is to build their investment and pension assets. All of their financial asset management services are personalised to suit your requirements. They always explain and help you get the complexities of financial matters to be confident and happy in making financial decisions. 'Friendly Wealth Management' serves in Stafford, Uttoxeter, Stoke-on-Trent, Stone, Eccleshall, Newcastle-under-Lyme and the nearby areas.
SPECIALITY:
Wealth Management, Pension Plans, Existing Investments Reviews, Retirement, Protection, Analysis of Your Existing Portfolios & Your Investment Risk Tolerance
Registration 05313715 | 438187