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Investment & Wealth Managers in Lancashire

0333 002 0152 Send Enquiry

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3 Jonathan Lee - Investment & Wealth Manager

Jonathan Lee

Cheshire Premium Property …
1.Cheshire Premium Property Investments (CPPI) presents the opportunity to view a range of practical, well-informed, diligent and high quality niche…
5 posts
3 Colin Hart - Investment & Wealth Manager

Colin Hart

St. James's Place Wealth …
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…
4 posts
3 Dominic Smith - Investment & Wealth Manager

Dominic Smith

Sorensen Financial Services
Providing tailor made financial solutions for both personal and commercial clients to meet their needs in the areas of life assurance, retirement…
5 posts
3 Michael clarke - Investment & Wealth Manager

Michael clarke

true bearing ltd
Mike is a Director of True Bearing and a Chartered Financial Planner. Whilst advising across a broad specturm, Mike particularly enjoys working in…
7 testimonials
2 David Allen - Investment & Wealth Manager

David Allen

HE Financial Services Ltd
I specialise in wealth management, which covers saving for retirement, lump sum and regular investments, inheritance tax planning and personal and…
1 Andrew Hough-Smith - Investment & Wealth Manager

Andrew Hough-Smith

WHIreland
I provide investment advice and discretionary services for clients, companies & trusts on a bespoke basis. Expertise I help create the most…
1 Timothy Burge - Investment & Wealth Manager

Timothy Burge

WHIreland
I have an economics degree from Cambridge and over 20 years institutional investment experience with Allianz Insurance plc. At Allianz, I managed the…
0 Stacey Morris - Investment & Wealth Manager

Stacey Morris

Blackfin Independent Wealth LLP
Inheritance Tax Planning Income Protection ISA's investment planning Wealth Management Pensions Investment Pension Transfers Pensions on Divorce Risk and Compliance Corporate & personal taxation tax Tax Allowances Tax and Accounting HMRC Pension Advice Pension contribution Trusts & Estate Planning Trust Planning Cash flow modelling Retirement Retirement Plans Retirement & Pension Planning Retirement Advice Family Business Family Business Advice Financal services Finacial advice Final Salary Pension Transfers Saving money for businesses Saving money ISA contributions ISA investments ISAs ISA Business & Personal Tax vct (venture capital trusts) VCT & EIS SEIS Share Schemes Women empowerment
7 posts

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