Financial Advice Services

I offer a free no obligation quote for all my consultations. Have you had your pensions and investments reviewed recently? Have you a number of Pensions that you have not looked at?

In the last few years the freedom and choice in pensions has been opened up and allows a lot more flexibility. It means anyone aged 55 and over can take the whole amount as a lump sum, paying no tax on the first 25% and the rest taxed as if it were a salary at their income tax rate.

If you would like to find out more about how I can help you, please get in contact.

Savings & Investments

Saving & Investment Advice


  • Investing for growth
  • ISAs
  • Investment trusts
  • Ethical Investments
  • Socially Responsible Investments
  • Unit Trusts


  • Regular savings
  • Lump Sum
  • Savings for Children
  • School fees planning

Pensions & Retirement

Pensions and Investments Whitefield
  • Pension review
  • Pension Transfer
  • Sipps
  • Pension Drawdown
  • Auto enrolment
  • Annuity purchase

Life Insurance

Manchester Life Cover and Insurance
  • Life Insurance
  • Critical Illness
  • Accident & Sickness
  • Income protection insurance
  • Health insurance