Showing Best Selected Financial Advisors Covering Bangor Area

Mike Holland   CeMap MIFS DipFA

MH FINANCIAL PLANNING

0161 796 3897

07958 513 705

financial advisors near manchester

 

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. I have devoted my working life, now spanning in excess of 30 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised High Street banks…

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Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Bangor area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

 

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Kevin Wood  MA Dip PFS FISMM

WOOD & ASSOCIATES WEALTH MANAGEMENT

01244 311 728

07542 678 747

Kevin P. Wood

 

Kevin P. Wood is co-founder and a Partner of Wood & Associates Wealth Management, with their friendly office based in the beautiful and historic city of Chester.

Having entered the profession in 1984, and due to living and working in the UK and Isle of Man, Kevin has amassed vast experience in both onshore and offshore financial planning, and uses this experience to help his clients in a friendly and empathetic way…

Your home may be repossessed if you do not keep up repayments on your mortgage.

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Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Bangor area

Read reviews

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

 

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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Looking for financial advisors in Bangor?

The population of Bangor is older than the national average and many in the area will either be searching for information on retirement planning or will be interested in learning more about how they can boost pension income. Those with children are likely to be interested in learning how to pass wealth down the generations in the most tax-efficient manner.