We are proud that our clients' recommendations show that we are providing a safe pair of hands. We help you make the best of your finances, whether you are building up your wealth, protecting your own wealth, or looking out for the next generation.
We have been Independent advisers since 2009 and Chartered since 2012. We believe only in giving sound, clear and easy to understand advice.
From our office in Altrincham, we serve clients in Manchester, Cheshire, Merseyside and the North West. Malcolm Wallace also looks after clients in Oxfordshire.
We are one of only 800 Chartered Financial Planner companies in the UK, the gold standard for Independent Financial Advice (IFA). We are Chartered because it keeps us focused on improvement, we listen to our customers and we are happy to subscribe to the Chartered Insurance Institute's strict code of ethics for Chartered Financial Planners.
We are the only fixed-fee Chartered Financial Planners, that we know of. That matters if your finances have grown and you need professional help managing your money. Hopefully you'll see the difference that Chartered advice brings when you deal with us.
We will explain clearly what we can help you with and what our services will cost before we start work.