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Website: provide high quality independent financial advice to businesses and private clientsArea of ExpertiseLiberty Plus Financial Services is based in the Rossendale Valley and has over 30 years…
Applewood Wealth Management Limited was established in 1992. The firm has developed a unique wealth management business model, using simple but powerful financial tools, to ensure all clients receive strong leadership, professional advice and first class service. We look for lasting relationships built on trust, honesty and…
Since 1994 Sorensen Financial Services has been providing independant financial advice to its clients and is now ranked amongst the top 100 IFA firms in the country.Area of ExpertiseProviding whole of market financial solutions to meet clients needs in the areas of life assurance, retirement, investments and estate planning.
Financial Services Area of ExpertiseOffers advice across a broad spectrum of financial areas and has access to some of the best products and providers in the market.
Business Financial AdviceBusiness ProtectionBusiness Succession/ExitCash Flow ForecastingCash flow modellingCorporate InvestmentEmployee Benefitsfamily protectionIncome Protectionindependent financial advisersInheritance Tax PlanningInvestment BondsISAsKey Person income protectionkey person insuranceLife InsurancePensionsPensions for DirectorsPensions FreedomPensions on DivorceRelevant Life InsuranceRetirement & Pension Planningshareholder protectionTrustee controlled investmentsWhole of life policiesWhole of marketWorkplace Pension Schemes
Goals Based InvestingIncome ProtectionInheritance Tax PlanningInvestmentInvestment PlanningISAsJunior ISAsLife and Health ProtectionPension TransfersPensions on DivorceWealth Management