Independent Financial Adviser
More information

Qualifications

DipPFS
CertPFS (DM)
CertPFS (Securities)

Location

Based in: 
Clayton-Le-Moors
Covers: 
Lancashire
Greater Manchester

Stephen Mallard

About me

I have over 23 years' experience as a financial adviser and specialise in providing pension and investment advice to clients.

I am able to advise on all wealth and financial planning areas which includes helping clients with their investments, pensions, and estate planning needs.

I am a qualified independent financial adviser, and like to think that my speciality is good quality financial advice delivered in a jargon free, sensible manner.

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more