Financial and Pension Planning in Wigan
What we do
The major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional, independent financial advice from people you can trust.
We work in partnership with our clients to meet their financial aspirations and goals and we recognise the importance of providing long-term on-going assistance and guidance.
We provide unbiased and unrestricted financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.
Our approach is simple, we aim to create strategies that enable our clients to protect their wealth and attain financial independence.
We have a wealth of experience in all areas of financial planning and wealth management and provide clients with a comprehensive service designed to create a bespoke financial planning strategy.
We specialise in the following areas:
- Retirement planning
- Occupational pension transfers
- Investing for capital growth or income
- Family protection (Life & Critical illness)
- Income protection
- Tax planning
- Residential mortgages
Pensions and investments
We focus on achieving and maintaining a thorough understanding of our clients’ financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice.
The right investments can offer real opportunities to grow your wealth and protect it against inflation. We offer a diversified range of funds to choose from, along with expert advice to help you build an appropriate portfolio. Our experienced team can also deliver expert advice on pensions, to ensure your security throughout retirement. So, for exceptional financial and pension planning, call us today.
Life insurance and mortgages
We offer quality life insurance services because we can never be sure what’s waiting for us around the next corner. It could be great such as a new job, a new baby or even a lottery win. But sometimes and without warning, life can throw unthinkable things at us.
Life insurance gives you and your family peace of mind. We all know we need insurance to protect ourselves and our family from the financial impact of death and illness, but very few people have any cover at all. We also provide an expert mortgages service. Whether you’re buying your first home, moving to a new one or looking to simply switch to a better deal, we can recommend mortgages from multiple lenders across the mortgage market, including those not available on the high street.
Diverse Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 762816.
Registered address - 19 Holme Avenue, Swinley, Wigan, Lancashire, WN1 2EH. Company Registration number 9948266.