Investment & Wealth Managers in Lancashire
Showing results in {{ selectedLocation.name }}
Suggestions
- {{ suggestion.name }}
Categories
- {{ category.name }}
Suggestions
- {{ suggestion.name }}
Public users
Companies
Articles
-
by {{article.author_name}} | {{article.category}}
Locations
There are no results for {{ query }}
Summary: Following a career in industry, 10 years ago I chose to specialise in wealth management and am an Associate Partner of the prestigious St. James's…
Dominic Smith
Sorensen Financial Services - Independant Financial Adviser Investment & Wealth ManagerSummary: Providing tailor made financial solutions for both personal and commercial clients to meet their needs in the areas of life assurance, retirement…
Summary: Mike is a Director of True Bearing and a Chartered Financial Planner. Whilst advising across a broad specturm, Mike particularly enjoys working in…
Jonathan Lee
Cheshire Premium Property Investments Ltd - Director (Owner) Investment & Wealth ManagerSummary: 1.Cheshire Premium Property Investments (CPPI) presents the opportunity to view a range of practical, well-informed, diligent and high quality niche…
- family protection
- Pensions
- ISA's
- Investment
- Wealth Management
- Pensions on Divorce
- Income Protection
- Inheritance Tax Planning
- Pension Transfers
- investment planning
- Wills
- Wills
- Trusts and Inheritance
Summary: I specialise in wealth management, which covers saving for retirement, lump sum and regular investments, inheritance tax planning and personal and…
Summary: I provide investment advice and discretionary services for clients, companies & trusts on a bespoke basis. Expertise I help create the most…
Summary: I have an economics degree from Cambridge and over 20 years institutional investment experience with Allianz Insurance plc. At Allianz, I managed the…