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Michael Barnes I.F.A. |
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Michael Barnes Independent Financial Adviser Ltd 2 Goose Cote Hill Egerton Bolton Lancashire BL7 9UQ. Tel: 01204 300247 Fax: 01204 300247 Mobile: 07762 383482
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Michael Barnes IFA Ltd offers independent financial advice regarding Financial Planning, Pensions Advice, Inheritance Tax Planning and Savings and Investments. We are based in Bolton, and regulated by the financial services authority. We also offer advice on Life Assurance and Personal Protection Insurance products.
As Chartered Financial Planners, we aim to offer the highest quality financial advice and on going support, especially with more sophisticated areas such as Inheritance Tax Planning, Flexible Retirement and Occupational Pension Planning.
We can give advice on a fee-paying or commission basis, or a combination of the two, and we offer all new clients a non-obligatory free initial financial review.
We work with individuals and strive to develop a long term relationship via regular reviews and update meetings. We have a proven track record in providing wealth management services which have enabled people to realise their financial and lifestyle objectives, and family commitments.
We are well qualified and highly experienced in the areas we advise on, and being a small company, you can be assured of both prompt and personal attention.
Our aim is to keep things clear, simple and transparent, and we have already achieved the diploma qualification required, for all adivisers for the year 2013 onwards.
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