Pettecrew Wealth Management

Pettecrew Wealth Management provides independent financial advice to both private and corporate clients. We believe that it is important to seek impartial and qualified advice for the major financial decisions that you take in life, such as building a retirement fund, saving for the future, protecting your financial security, or just ensuring that you organise your affairs in a tax efficient way. It is therefore essential that you seek professional independent financial advice from someone you can trust. We understand that trust is not generated overnight, and we provide an ongoing review service for clients that ensures that we fully appreciate your concerns and changing circumstances. We provide independent financial advice to both individuals and businesses on a fee or commission basis, our first consultation is free. The relationship that Pettecrew Wealth Management builds with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved. We believe it is important to have a disciplined approach towards developing a successful financial plan and follow this process: 1. Initial meeting - We undertake a comprehensive financial review of your current circumstances and financial objectives taking account of any existing arrangements. 2. Aims and Priorities – Together, we will identify your main objectives and prioritise which you may wish to address first. 3. Analysis and research - We will carry out a thorough independent analysis and research an individual solution to your needs and goals. 4. The Recommendation - We will present you with a comprehensive financial report. This will set out the most suitable way to meet your objectives. All of the independent research will be available to you, clearly demonstrating why and how the recommendation is suitable. 5. Implementation - We will put in place the appropriate ongoing plan, processing all the relevant documentation requirement and dealing with all product providers on your behalf. 6. Ongoing Reviews – We will agree an ongoing schedule of reviews to ensure that your objectives continue to be met, and update the recommendation with any changes in your circumstances and aims.

Address: Atlantic Business Centre, Atlantic Street, Altrincham, Cheshire WA14 5NQ, United Kingdom

Phone: +44 161 926 3616
FAX: +44 161 297 0496