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Google Rating
4.9
Based on 70 reviews
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Medical & Executive Financial Services

Location: High Legh, Knutsford

Medics Money Verified

Free initial first consultation


Review
As independent financial advisers we pride ourselves in delivering a personal customer service experience, and our transparent approach has been a proven formula in building long term and trusting relationships with our clients. Through a long term approach of fully understanding our clients' needs, wants and aspirations our aim is to provide tailor made financial solutions to meet individual requirements now and in the future.

Professional bodies: PFS & LIBF

Services offered:

  • Estate planning
  • Investment advice
  • Life Insurance and Income protection