Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Clayton-Le-Moors

Covers

Greater Manchester, Lancashire

Stephen Mallard

Independent Financial Adviser

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.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Clayton-Le-Moors

Covers

Greater Manchester, Lancashire

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