Financial Services

Long Description:

Bridges & Co Financial Advisers, Specialists in investments and mortgages now based in Halton and covering Caton & Brookhouse.

Phone Number: 01524 68812
David Makin – Wealth Management Consultant
Address: David Makin
15 Broadacre View
Caton
Lancaster
Lancashire
LA2 9NN
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
Long Description:

Retirement Planning Specialist at Truly Independent Ltd

Based Locally, I am an Independent Financial Adviser, providing a fee based Financial Planning service with a key focus on Retirement Planning, Pensions and Tax-efficient Investments.

Phone Number: 07759 158924
Long Description:

Glenn Stevens, independent financial adviser.

Authorised and regulated by the Financial Services Authority

Phone Number: 015242 37998
Phone Number 2: 07771861331