Independent Financial Planning Services
Warr & Co Independent Financial Advisers is directly authorised and regulated by the Financial Services Authority and act as Independent Financial Advisers (IFAs) and independent mortgage brokers. This means that their advice is unbiased and solutions to your financial planning needs are sourced from the whole market rather than from a small, limited panel.
Like ourselves, they are based in Stockport, Cheshire with a second office in London, allowing them to cover a broad geographical base with clients the length and breadth of the UK.
They offer a wealth of experience in dealing with a broad range of clients, which includes sole traders, partnerships, contractors, limited companies, professionals and high net worth individuals.
Warr & Co Independent Financial Advisers comprise of three partners, Jeff Crewdson, Steve Prosser and Chris Raggett, each of whom has over 20 years experience in the financial services industry. They are vastly experienced and accustomed to all financial planning needs, be it Pre-Retirement & In Retirement Solutions, Savings & Investments, Personal Financial Protection & Business Financial Protection, Tax Planning and Mortgages.
Having been an integrated part of Warr & Co Chartered Accountants for over a decade, they have become a separate company with effect from October 2011. Their success to date lies in the fact that they offer independent financial advice that is complimentary to the accountancy and tax advice provided to our personal and corporate clients. They continue to work closely with us to provide a comprehensive range of services and proactively tailor these to the needs of each client.
Professional and independent financial advice is considered to be paramount in all aspects of successful financial planning. Experience is that people deal with people.
Warr & Co Independent Financial Advisers accepts Treating Customers Fairly (TCF) as an integral element of their financial planning work ethic. The interests of their clients are paramount and central to their business and they strive to perfect their service standards and continually improve the transparency with which they act for clients.
The needs of Pharmacists and Locum Pharmacists are inevitably expansive. Whilst not exhaustive, listed below are some of the key areas of financial planning which we undertake on behalf of clients.
They welcome the opportunity to discuss how they can help you to build on your existing financial planning with a tailored service to suit your needs & requirements. Please feel free to contact them.
Please click here for What do they do? and Meet the Team or for more information take a look at their website.
