CHEETHAM JACKSON LTD
Investment Management, Shares, Individual Savings Accounts, Retirement and Financial Planning, Bonds and Gilts, Defined Benefit and Defined Contribution Pensions, Pensions Transfer, Inheritance Tax Planning, Wealth Management & Preservation
Cheetham Jackson is an independent financial planning business with a drive and dedication to deliver excellent financial planning to their clients. At the heart of their proposition is their belief that clients deserve an excellent, high level of service. Provides to empower them with information, education and understanding, and then applying it to help them achieve their unique financial planning goals. Serves in Southport, Lytham, Yorkshire Hub, Clitheroe, Sale, Bolton, Glossop, Chesterfield and Chorley.
TBR® Inspection Report
ELM TREE FINANCIAL SERVICES LTD.
Pension and Investment Advice, Retirement Planning, Personal Pensions, Auto Enrolment, Annuities, Unit Trusts, Open-Ended Investment, Risk Management, Mortgage & Protection Advicec
Elm Tree Financial Services Limited is a firm of independent financial advisers based in Warrington, Cheshire. They provide unbiased financial and mortgage advice to clients throughout the UK. The two directors Kevin Barlow & Andrew Mason over 50 years experience in the financial industry. Elm Tree Financial Services provides independent financial advice to both private and corporate clients. Their team of advisers are highly trained and qualified, with specialities in all different fields.
TBR® Inspection Report
LJ FINANCIAL PLANNING LIMITED
Care Fees and Retirement Planning, Equity Release, Savings and Investments, Mortgages, Wills, Trusts, Financial Protection, Auto-Enrolment, Business Protection, Workplace Pensions, Defined-Benefit and Employee Benefit Schemes, Shareholder and Partnership Protection, School Fees Funding, Tax Planning & Mitigation
LJ Financial Planning Limited offers service to businesses throughout the UK from sole traders and small to medium enterprises to larger corporates. All advisers within the firm commit to undertake regular and ongoing continuous professional development to maintain and improve their knowledge and skills across all financial planning areas. Their network of qualified and professional independent financial planners. All of the products and services that they offer are tailors to meet their clients.