PREST FINANCIAL PLANNING
James Prest House, Station View (Off Bramhall Moor Lane), Hazel Grove, Stockport SK7 5ER
Since 1961
Retirement Planning, Inheritance Tax Planning, Pensions Planning, Savings Planning, Asset Allocation, General Wealth Planning, Financial Planning, Income Planning, Mortgages Protection, Education Planning & Investment Management
They Have Been Working with Clients for over Five Decades Because We Understand Just How Important Decisions and Life Events Like Retirement and Long-Term Investments are to you ● Provides Financial Planning Advice to the Clients of Long Standing Stockport Based Chartered Accountants ● They are Often Consulted by Retirees, Business Owners and Other Professionals
Registration 3677696
TBR® Inspection Report
O'NEILL FINANCIAL SERVICES
5300 Lakeside, Cheadle Royal Business Park, East Building, Cheadle, Stockport SK8 3GP
Since 2017
Trusts and Estate Planning, Financial Planning, Life Cover Protection, Business Services, Tax Planning, Retirement Planning, Investment Advice, Wealth Management, Share Protection, Employee Benefits, Investment Portfolio, Pension Scheme, Final Salary Pension & Income Protection
Specialises in Pension Transfer and Occupational Pension Scheme Transfer advice ● You Need to be Aware, Therefore that Transferring Out of This Scheme, Will Mean you No Longer Have Access to These Benefits ● Their Advisers Can Help you Ascertain the Best Plan for your Needs, Helping you Financially Protect yourself and your Family
TBR® Inspection Report
CLARITAS WEALTH MANAGEMENT LTD
182a Heaton Moor Road, Stockport SK4 4DU
Since 2014
Wealth Management, Education Planning, Retirement Planning, Inheritance Tax Planning, Estate Planning, Pension Planning, Savings Planning, Investment Management & Financial Planning
Provides you with a Clear Picture of your Current and Potential Future Financial Position ● They Can Help you to Achieve your Financial Goals ● Offers an Impeccably Researched, World-Class Investment Solution ● They Will Usually Make a Number of Recommendations Across Various Areas of your Financial Planning
Registration 08935426