Business Details
23 Years
experience
Trusted Financial Advisers in Manchester
Established in 2003, we are a reputable firm of Independent Financial Advisers based in South Manchester. With over 35 years of industry expertise, our Managing Director Steve Hallworth leads a team dedicated to providing tailored financial solutions for individuals and businesses. Our approach combines independent advice across the entire marketplace with a commitment to long-term client relationships.We specialise in retirement planning, investment strategies, and protection services, ensuring each plan aligns with clients' unique circumstances and aspirations. Our rigorous process prioritises transparency, client education, and adaptable financial strategies that evolve with changing life circumstances.
Services
Pension & Retirement Planning
Investment & Savings
Personal Protection
Business Protection
Employee Benefits
Details
- Year established: 2003
Highlights and features
- 35 years of experience in financial advisory services
- Fully independent advice across the entire marketplace
- Free initial 45-minute consultation with no obligation
- Tailored financial plans crafted to individual circumstances
- Long-term client relationships with adaptive financial strategies
Associations and certifications
- Financial Conduct Authority
Services
Pension & Retirement Planning
We create custom retirement strategies considering current assets, future goals, and risk tolerance. Our approach combines market analysis with personal circumstances to ensure financial security in retirement. Clients benefit from ongoing plan adjustments as life circumstances evolve.
Investment & Savings
Our investment strategies focus on growth and preservation of capital through diversified portfolios. We assess risk profiles and financial objectives to recommend suitable investment vehicles. Regular portfolio reviews ensure alignment with changing market conditions and personal goals.
Personal Protection
We provide life insurance, critical illness cover, and income protection tailored to individual needs. Our approach ensures adequate coverage while considering affordability and family circumstances. Policies are reviewed periodically to maintain appropriate protection levels.
Business Protection
Our business protection services include key person insurance, partnership protection, and company pension schemes. We help business owners safeguard against financial risks while aligning protection with corporate objectives and employee needs.
Employee Benefits
We design competitive employee benefit packages including group pensions and health schemes. Our solutions balance employer costs with staff welfare, helping businesses attract and retain talent while maintaining financial sustainability.
People
Steve Hallworth
Managing Director
With over 35 years' experience, Steve leads our advisory team. He previously worked with a major insurer before establishing this practice, combining industry expertise with personal service to deliver tailored financial solutions.
Questions
What services do you offer for individuals?
We provide retirement planning, investment strategies, and personal protection services tailored to individual financial goals and circumstances.
Do you offer business financial solutions?
Yes, we specialise in business protection, pension planning, and employee benefits for small to medium enterprises.
Is there a cost for initial consultations?
No, we offer a free 45-minute initial consultation with no obligation to discuss your financial needs.
How do you ensure advice is tailored to clients?
We conduct comprehensive financial reviews and maintain long-term relationships to adapt plans as circumstances change.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (No. 226779).
