Independent Financial Adviser Cheshire
Independent Financial Advisers in Cheshire.
Personalised Independent Financial Advice for individuals & businesses
Financial Adviser Cheshire – Welcome to D Scott Financial
Financial Adviser in Altrincham, Sale, Lymm and Stockton Heath, Warrington, Cheshire & Surrounding Areas…
Looking for an independent financial adviser in Cheshire? We provide you with personalised independent financial advice. We access the whole financial marketplace to ensure we provide the most appropriate solution for your personal and/or business needs.
Call us to book your FREE, no-obligation initial consultation or click here to send us your details by email.
Our Services:
Savings & Investments
The cost of living squeeze means that we all need to make our money work as hard as possible. Understand tax breaks and allowances, maximise growth, have a short, medium and long-term plan. We help you with all of this.
Mortgages
Retirement Planning
We explain your options simply, including how new pensions legislation impacts you, your family and your business.
Protection
Well, actually no. With dozens of life and critical illness options, we guide you through the minefield and recommend a solution only after we have agreed your needs.
Later Life Lending (including equity release)
Use the equity in your home to pay for a holiday, helping children or grandchildren get on the property ladder, funding education fees, pay off mortgage/other debt – in fact, anything you like!
Your Business
How do you know how to extract the maximum possible benefit from your business. Protecting your family and your business partners are vital for to a successful future. Making use of pension and other allowances can make a massive difference to your overall wealth over time.
Inheritance Tax Planning
You don’t have to be rich to be liable for IHT when you die. If your assets total more than £325,000 call us for your FREE initial consultation.
Funding Later Life
Managing care in later life is often expensive, unpredictable, and in many cases very complex. Needs can change from time to time, so can means-testing rules and local authority protocols.
Quality Independent Financial Adviser Cheshire
We put YOU, our client, first – every time. Our approach is simple, friendly and helpful with the emphasis firmly on YOU.
You won’t find jargon, statistics, financial news or the FTSE index on this site. Instead, we want to communicate with you in an easy-to-understand way. We are interested in what YOU want to achieve and we are willing to commit to working with YOU towards YOUR goals. With this in mind, we will always talk with you in terms that are easy to understand.
We are truly independent. Unlike some other institutions, we do not sell our own products or advise from a limited panel of providers or products. On the contrary, we talk with you at length to find out what YOU want, after which we research the whole of the market before making our recommendations to you.
Our aim is to take away any worries you may have and help you achieve what you want in all areas of your life, whether it be protecting your family, retirement planning, savings, wills, investments, mortgages, investment or later-life lending (including equity release).
In fact, no matter what you need – we have it covered.
