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3 Best Financial Services in Stockport, UK

Expert recommended Top 3 Financial Services in Stockport, 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!

TPD WEALTH MANAGEMENT LTD.

The Three Shires, 30 Great Underbank, Stockport SK1 1NB Directions

Since 2013

Here’s The Deal:
TPD Wealth Management Ltd. is an independent financial planning firm located in Stockport’s historical Great Underbank area. Tim Widdowson, Rob Angel & Jon Turner are advisers and directors of TPD Wealth. Tim has been working as a financial adviser for over 20 years. He enjoys helping individuals from all walks of life with their personal financial planning needs and goals. Rob Angel has over 25 years of experience and is a Chartered Financial adviser. He specialises in giving financial advice to business owners. Jon has worked in financial services for over 20 years and is TPD Wealth’s mortgage expert. TPD Wealth Management Ltd. offers bespoke guidance across all aspects of financial planning. Advisers are available to speak to by appointment; initial consultations are no fee, no commitment.

SPECIALITY:
Bespoke Financial Planning Advice, Protection, Investment Management, Mortgages, Personal Financial and Pension Planning, Tax and Corporate Legal Advice & Corporate Financial Advice

Registration 8505361

[email protected]

tpdwealth.co.uk

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Mon-Fri: 9am - 6:30pm
Sat & Sun: Closed

TBR® Inspection Report:

PRINCIPLE INVESTMENT MANAGEMENT

91 Stockport Road, Marple, Stockport SK6 6AA Directions

Since 1989

Here’s The Deal:
'Principle Investment Management' is a privately-owned financial planning practice based in Cheshire. They have years of experience dealing with senior executives, business owners, and other professionals, so they know what individuals want and need from a financial services company. Alex Vincent is an independent financial adviser and director of the Principle Investment Management, and he has been in the business for over ten years. He aims to drive the growth of Principle while providing the highest level of care to clients. The team offers client-centred financial planning. The advisors aim to inspire, give clarity and confidence over all things financial, providing you with the freedom to live. 'Principle Investment Management' strives to be at the forefront of their own knowledge and education.

SPECIALITY:
Wealth Management, Savings and Investments, Tax and Retirement Planning, Small Self-Administered Schemes (SSAS), Self-Invested Personal Pension (SIPP’s), Personal Pensions, Defined Benefit and Defined Contribution Schemes, Mortgage & Business Owner Advice

Registration 5577804

Book Appointment

[email protected]

principle-im.com

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

CLARITAS WEALTH MANAGEMENT LTD

182A Heaton Moor Road, Heaton Moor, Stockport SK4 4DU Directions

Since 2014

Here’s The Deal:
Claritas Wealth Management Ltd is a Stockport based independent financial planning company that gives you financial advice and guidance that will change your life for a better position, and they offer world-class investment solutions. Their investment process is based on the latest evidence and a healthy dose of common sense. Tim Walsham and Anna Walsham are directors at Claritas Wealth Management Ltd. The team offers financial plans based on six steps, including discovering, analysing, planning, implementing, monitoring, and repeating. They will match the way your wealth is managed to the life you want to live, which means making sure you have the correct amount of money available at the right time. Claritas Wealth Management Ltd helps you achieve your financial goals and monitors your financial affairs on an ongoing basis.

SPECIALITY:
Investment, Risk and Wealth Management, Education, Savings, Pensions, Income, Retirement & Financial Planning

Registration 08935426

[email protected]

claritaswm.co.uk

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Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report: