Secure your financial future

Your local Manchester Financial Professionals

Build a trusted, personal relationship between you and your local Financial Planner and Investment Manager - so we can support you to create a more secure financial future.

Request a call back Meet the team

Where to find us

6th Floor Sunlight House
Manchester
M3 3JZ
Get directions

What we offer

We support a wide range of clients, advisers and organisations with our Financial Planning and Investment Management services.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
Find out more
1 of 3

Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
Find out more
2 of 3

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
Find out more
3 of 3

Speak with your Financial Professional

0161 828 0200

Monday - Friday (9am - 5pm)

Latest insights

Article
Central bankers have a lot to discuss at Jackson Hole
By Charles Stanley
19 Aug 2022 | 7 min read
Article
Energy price shocks continue
By Charles Stanley
19 Aug 2022 | 8 min read
Podcast
Is this a real recession?
18 Aug 2022 | 19 min listen
Article
Should I save or invest?
By Rob Morgan
17 Aug 2022 | 6 min read

About the Manchester team

Established in 1997, our team of Financial Planners and Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Where to find us

We are always happy to welcome you to the Manchester office.

6th Floor Sunlight House
Manchester
M3 3JZ
Get directions

Meet the team