Wealth management advice in east Cheshire/south Manchester
Wealth management advice in east Cheshire/south Manchester
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Discussion

Rouleur

Original Poster:

7,264 posts

205 months

Sunday 24th January 2010
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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

188 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

7,615 posts

237 months

Monday 25th January 2010
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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:

7,264 posts

205 months

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

ukshooter

501 posts

228 months

Tuesday 26th January 2010
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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:

7,264 posts

205 months

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