BRAEMAR WEALTH MANAGEMENT N/W LTD
- 95A WOOD LANE
WA14 1EP ALTRINCHAM, CHESHIRE
Phone: 0161 980 7981
Fax: 0161 980 0814
www.braemarwm.co.uk
Short profile:
As clients, all advice is provided by Registered Individuals and you will be dealing with the Principals and Business Owners of Braemar Wealth Management. Our main objectives are continuity of advice and to establish a long term beneficial relationship with all our clients.
If you've not convinced, we do offer a FREE financial review - please contact us to arrange an appointment.
Detailed description:
We are an Independent Financial Adviser (“IFA”) based in Altrincham, Cheshire with two key principals (James Boyle and David Fletcher).
Braemar Wealth Management started trading in May 2005 when James decided to launch his own brand of advising his clients. James has been an IFA since joining the industry in 1986.
James Boyle brings over 20 years experience to his role as an Independent Financial Adviser. James holds numerous financial services qualifications including the Financial Planning Certificate, G10 Taxation & Trust, CF6 Mortgage and CF7 Lifetime Mortgages / Equity Mortgages. James has a particular interest in working with Families to help them save money that they may otherwise pay to the Government in inheritance tax.
David Fletcher, a qualified Chartered Accountant and Chartered Financial Planner, joined Braemar in August 2006 and embarked on achieving chartered status within 24 months. David is now fully Chartered having taken 14 exams and amassing over 270 credits. David is not only authorised to be an independent financial adviser but can provide advice on mortgages as well as occupational pension transfers.
Keywords:
PERSONAL FINANCE, FINANCIAL LEGAL, FINANCIAL PLANNERS, independent, financial advice, pension, reduce, mitigate tax, review, mortgage, buy, first home, business, investment, wills, tax planning, equity release, protection