Wealth management advice in east Cheshire/south Manchester

Wealth management advice in east Cheshire/south Manchester

Author
Discussion

Rouleur

Original Poster:

7,111 posts

195 months

Sunday 24th January 2010
quotequote all
My parents are looking for someone to help consolidate their investments and work around inheritance tax burdens, and although I've done a search on unbiased.co.uk I thought it would be worth asking on here for recommendations.

And ideas?

TIA

big ant

305 posts

178 months

Monday 25th January 2010
quotequote all
Depends on numbers !? A "financial planner" is what you/they need. For example, http://www.bloomsburyfinancial.co.uk/


pugwash4x4

7,556 posts

227 months

Monday 25th January 2010
quotequote all
both my parents and my in-laws use close wealth management and are very happy with them. they offer very useful initial consultations.

Rouleur

Original Poster:

7,111 posts

195 months

Monday 25th January 2010
quotequote all
Many thanks, I'll take a look at them both.

ukshooter

501 posts

218 months

Tuesday 26th January 2010
quotequote all
Feel free to take a stroll around my web site. Whilst not based in Cheshire, do have clients in both Manchester area and a bit further north towards Clitheroe. www.ianmorgan.co.uk

Rouleur

Original Poster:

7,111 posts

195 months

Tuesday 26th January 2010
quotequote all
Thanks, Ian. I'll add you to the list for consideration.