David Makin – Wealth Management Consultant

David Makin – Wealth Management Consultant
Name: David Makin – Wealth Management Consultant
Long Description:

Ongoing Tailored Wealth Management Advice Service – I offer a tailored face-face advice service to all my clients. As your individual circumstances change, I can help you with ongoing advice to help achieve your financial goals.

The comprehensive wealth management advice service I offer broadly covers: –

Investment Planning

Planning for a successful retirement

Reducing Inheritance Tax liability

Gaining financial protection against risk

Phone Number: 01524 770947
Phone Number 2: 07720 652956
Address: David Makin
15 Broadacre View
Caton
Lancaster
Lancashire
LA2 9NN