Entire FS

General information

Providing an all round, exceptional financial planning service throughout your entire life

We’re a leading independent financial planning company, based in Altrincham, Cheshire. Our team of wealth management and mortgage professionals are dedicated to providing a cost effective service, in a friendly and efficient manner.

Our main aim is to provide you with confidence regarding your finances for a better, more secure and more comfortable future.

Wealth Management

In terms of wealth management, we believe that no matter how good your current situation may be, professional wealth management can make a positive difference to your long-term situation. With the Valued Service Proposition we have devised, we will work with you to achieve your goals. You can rely on us to deliver a secure and robust financial plan to suit your specific needs. Rather than think about pensions or investments in isolation, we will help you look at your finances as a whole and consider how it will work best for you.

Bespoke mortgage advice and management service

We tailor our mortgage service to your individual requirements and take pride in the fact that we are involved in your house purchase from start to finish. We are particularly experienced in arranging loans for ‘complex’ cases such as business owners and those who are self-employed.

How we do it

You’ll find us based in the town’s former police station, bringing a sense of order to our clients’ finances! This isn’t the only factor that makes us a bit different from the rest of the industry. We’re a young team who combine good old-fashioned business values with a modern approach and work with the very latest technology and systems.