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B3 Wealth Management Ltd

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B3 Wealth Management Ltd

Overview:

B3 Wealth Management are Independent Financial Advisors based in the Rotherham area of South Yorkshire. We provide bespoke Independent Financial Advice to both individuals and corporate clients.

We specialise primarily in pensions and investments. Being recognised pension transfer specialists by the FSA we manage significant amounts of both private and corporate monies under individual management arrangements.

We offer both Male and Female advisors each with their own areas of specialism and we provide a complete and personalised service to our clients in South Yorkshire and beyond.

For a Free comprehensive review of your needs please contact one of our specialists. Based in Rotherham - Barnsley, Doncaster and Sheffield are only a few minutes away.

As Independent Financial Advisers, B3 Wealth Management Limited have access to a wide range of products and services available in the UK - as opposed to a Tied Agent or Company Representative, who may only advise and offer products from the company they represent. This means that we are able to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service.

As and when necessary, we shall also be pleased to introduce you to the services of other professionals such as Solicitors, Accountants and Stockbrokers.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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