Chartered Financial Planner
142 Hulme Hall Road, Cheadle Hulme, Cheashire SK8 6LQ
Hi I’m Catherine, a Chartered Financial Planner and Fellow of the Personal Financial Planning Society. As a local, family-owned company, we provide a highly personalised service, allowing us to build life-long relationships with clients, founded on trust, integrity and fairness. We cover all aspects of financial planning from mortgages and life/health insurance through to investments and retirement.
We work closely with our clients to help you identify your financial goals, how these affect your life and ultimately putting together those long term plans that give you the reassurance of knowing that financially, you and your families will be okay whatever happens.
We specialise in pension planning, using the technology and systems available to us to provide you with detailed reports showing you whether or not you are on track to have what everyone ultimately wants, which is a comfortable retirement with a decent standard of living. And if not, we can work out what you need to do to achieve it. We take a holistic view so that we can make sure that everything is working for you in a positive way.
We are fair with our fees and having a personal financial adviser can make a real difference by giving you that peace of mind that allows you and your family to enjoy the things that really matter.
Telephone 0161 485 1890/ 07878 877106