retirement planning

Roz Barnes Financial Planning
Business Genre:
Short Business Description:
Honest financial advice helping clients plan and achieve their financial goals.
Long Business Description:

At Roz Barnes Financial Planning Ltd. we provide dedicated financial advice to private clients and businesses in North West England.

Helping clients grow, protect, and manage their wealth.

At Roz Barnes Financial Planning Ltd. we are committed to building and sustaining long-term client relationships based on trust, honesty and quality of initial and ongoing financial advice.

I offer face-to-face (or virtual) advice in the following areas:

• Retirement planning and pension advice
• Wealth creation, building and management – savings and investment planning
• Utilising tax allowances and efficiencies
• Protection assessment and advice – life assurance, critical illness cover and income protection
• Mortgages – residential and buy-to-let

I also have specialist knowledge in the financial needs of education professionals and am expert in Teachers’ Pension and Local Government. I work closely with schools and colleges to deliver free financial seminars and webinars to staff.

 

Business Website Address:
Business Phone Number:
07595 165520
Post Code:
WA4 6ED
Business Address:
63 Ellesmere Road, Warrington, Cheshire WA4 6ED