O'NEILL FINANCIAL SERVICES
5300 Lakeside, Cheadle Royal Business Park, East Building, Cheadle, Stockport SK8 3GP
Since 2017
Trusts, Tax, Estate and Financial Planning, Life Cover, Business Services, Investment and Wealth Management, Income & Share Protection
O'Neill Financial Services is a family run business which brings simplicity, flexibility, and technically proficient advice that helps you decide the best way for your convenience. Kevin is an experienced Independent Financial Adviser(IFA), with many years’ experience. Kevin is one of the minority of UK financial advisers who specialises in occupational pension scheme transfer advice. His advice will always be provided in writing, and before you make any lasting decisions.
TBR® Inspection Report
TPD WEALTH MANAGEMENT LTD
173 Wellington Road South, Mansion House, Stockport SK1 3UA
Since 2013
Protection, Investment Management, Personal Financial and Pension Planning, Tax and Corporate Legal Advice, Corporate Finance & Banking
TPD Wealth Management specialises in providing financial advice to businesses and enjoys meeting new clients and develops financial plans with them. Tim has been a financial advisor for the past 18 years and has helped individuals from all of their personal financial planning needs & objectives. TPD Wealth Management proud to offer pension reviews at free of charge.
Registration 8505361
TBR® Inspection Report
CLARITAS WEALTH MANAGEMENT LTD
182a Heaton Moor Road, Stockport SK4 4DU
Since 2014
Investment, Risk and Wealth Management, Pensions, Education, Savings, Income, Retirement & Financial Planning
Claritas Wealth Management gives you financial advice that will change your life for the better and tries to provide an impeccably researched, world-class investment solutions for their clients. Claritas helps you to achieve your financial goals and monitors your financial affairs on an ongoing basis.
Registration 08935426