Avonbrook is a privately owned firm of independent financial and mortgage advisers providing unbiased and impartial advice. We advise individuals, companies and charities and aim to provide all our clients with high quality financial planning, investment and mortgage services. Most new clients are referred to us by our existing customers.
We are also recommended by several professional firms, mainly solicitors and accountants, as well as from other financial advisers who are not authorised to give financial advice in certain areas.With offices on the Wirral and in Warrington we are ideally placed to be able to provide you with a personal and professional service. Our advice can be provided on either a fee basis; by receiving commission from the product provider or a mixture of these.
Advice can be provided on an ongoing or ad hoc basis to suit your needs. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in th UK.
We are also recommended by several professional firms, mainly solicitors and accountants, as well as from other financial advisers who are not authorised to give financial advice in certain areas.With offices on the Wirral and in Warrington we are ideally placed to be able to provide you with a personal and professional service. Our advice can be provided on either a fee basis; by receiving commission from the product provider or a mixture of these.
Advice can be provided on an ongoing or ad hoc basis to suit your needs. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in th UK.
Services
Avonbrook is owned and run by Paul Connor and Kevin Williams with help from their advisers and administration staff.
We offer tailor made independent advice for clients and provide a professional and personal service.
Most of our new clients are referred to us by existing clients, which is very pleasing.
I've been providing clients with independent financial advice since 1985 and I'm a Fellow of the Chartered Insurance Institute.
My main area of expertise is pension and retirement planning for both companies and individuals.
We offer tailor made independent advice for clients and provide a professional and personal service.
Most of our new clients are referred to us by existing clients, which is very pleasing.
I've been providing clients with independent financial advice since 1985 and I'm a Fellow of the Chartered Insurance Institute.
My main area of expertise is pension and retirement planning for both companies and individuals.
We all want a long and prosperous retirement but planning for this is not always that easy.
State Pension Benefits have been gradually reduced and many of us will have to wait longer before we can start drawing these benefits.
Additional retirement benefits can be provided using tax efficient, low cost flexible plans that can be tailor-made to suit your requirements.
Old employer's schemes or policies that you no longer contribute to - we can review your 'preserved' benefits to help you plan for your retirement.
State Pension Benefits have been gradually reduced and many of us will have to wait longer before we can start drawing these benefits.
Additional retirement benefits can be provided using tax efficient, low cost flexible plans that can be tailor-made to suit your requirements.
Old employer's schemes or policies that you no longer contribute to - we can review your 'preserved' benefits to help you plan for your retirement.
Life cover pays out a tax free cash sum on your death and, whilst it won't replace you, it can help your family continue with the standard of living you would want for them.
Pays a tax free cash sum if you are diagnosed with a specified critical illness, such as cancer, heart attack, stroke or a number of other medical conditions.
Provides a regular long term tax free income if you are unable to work for a prolonged time due to an accident or illness.
If any of these problems prevent you from working then this policy can cover your mortgage payments for up to 2 years.
Pays a tax free cash sum if you are diagnosed with a specified critical illness, such as cancer, heart attack, stroke or a number of other medical conditions.
Provides a regular long term tax free income if you are unable to work for a prolonged time due to an accident or illness.
If any of these problems prevent you from working then this policy can cover your mortgage payments for up to 2 years.
There are various allowances and tax privileged investments for both individuals and businesses.
Using Trusts can also help reduce, or even wipe out, any tax liability.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in th UK.
Using Trusts can also help reduce, or even wipe out, any tax liability.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in th UK.
Retirement is a time when you should be enjoying life, reaping the benefits of your earlier hard work, not worrying about your financial situation and having to watch your pennies.
Whether you want a special holiday, have that conservatory you always wanted, get rid of your outstanding debts or simply provide a little extra income with which to increase your quality of life, you may be able to utilise the equity in your property to provide for this.
Whatever your requirements Avonbrook can assist you by providing independent financial advice.
Whether you want a special holiday, have that conservatory you always wanted, get rid of your outstanding debts or simply provide a little extra income with which to increase your quality of life, you may be able to utilise the equity in your property to provide for this.
Whatever your requirements Avonbrook can assist you by providing independent financial advice.
Reviews
Be the first to review Avonbrook Financial Management.
Write a Review
