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Braemar Wealth Management (NW) Limited
       
 
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Braemar Wealth Management (NW) Limited
 
 
Overview: 

We are an Independent Financial Adviser (IFA) based in Altrincham, Cheshire with two key principals, James Boyle and David Fletcher.

James Boyle’s 20 plus years of experience as an IFA plus his numerous certified financial services qualifications covering financial planning, taxation, trusts, mortgages, equity release and lifetime mortgages have placed him in a unique position to advise families, particularly in relation to inheritance tax.

David Fletcher became fully chartered in 2009 enabling him to offer chartered financial planning as well as advice on mortgages and specialist pension transfers. He’s also a qualified chartered accountant.

What we do
We provide financial advice in a number of key areas:
Pensions and Annuities
Personal Protection - Including Income protection insurance, Life assurance, Critical illness cover, Mortgage payment protection insurance, Personal accident and sickness insurance, Long term care insurance and Private medical insurance.
Business Protection - Including Key person insurance, Stakeholder protection, Life assurance, Relevant life plans, Loan protection insurance and Private medical insurance.
Savings and Investments
Inheritance Tax
Tax Planning
Mortgages
Equity Release
History: 

We have two key principals, James Boyle and David Fletcher. Having qualified as an IFA in 1986, James founded the company in 2005 and expansion followed in August 2006 with the appointment of David Fletcher.


 
 
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