Meet The Team
Start your No Obligation Review:
Jeannie Brennan
Administration
Manager
OUR PHILOSOPHY IS SIMPLE. We believe that everyone should have access to the clear, straight forward financial advice they need to achieve their goals and plan for the future.
We’re a fully regulated practice based in South Manchester offering whole of the market access. What this means is that we are able to offer objective advice that’s most aligned with our clients’ goals, rather than having to pick the best fit from a limited range of financial products.
We work alongside our clients to identify priorities and set clear objectives, so they can make informed choices that help them protect and grow their wealth. To do this, we take a holistic approach. Rather than focusing on a single area, our advisers look at the whole picture. From pensions, to ISAs, Wills, Insurance and tax efficiency; we leave no stone unturned when it comes to helping our clients achieve their goals.
What Our Clients
Say About Us
Regulated
Appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority (FCA).
Protected
Up to the first £85,000 of your money can be protected by the Financial Services Compensation Scheme (FSCS).
Safeguarded
Your money and assets are held separately in a custodian bank.
