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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


Based in

North West


Greater Manchester, Lancashire

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