DH Business Support Liverpool Partners With Local IFA
Professional Warrington IFA and Independent financial planning expert Mark Jones – the Managing Director of Assured Wealth and Estate Planning Limited – has a joint venture with DH Business Support in Liverpool which started in August 2016.
Assured Wealth and Estate Planning Ltd
Assured Wealth and Estate Planning help the people of Liverpool with independent financial advice. As specialists in Liverpool Mortgage Advice, Estate Planning and Retirement Planning as well as Business Financial Planning and General Financial Planning, Assured Wealth and Estate Planning Ltd are Liverpool’s trusted Independent Financial Advisers. They are local, fully independent, FCA regulated and offer a low-cost fee structure.
DH Business Support: Accounts, Tax, Bookkeeping and Payroll Support in Liverpool
DH Business support is a family-run business established in 2009. From humble beginnings, in their downstairs living room, they have expanded to three offices in Leicester, Sheffield and Liverpool. They aim to reshape the way people think about accountants and improve the standard service. They explain everything in a clear, simple and easy way. Technology is critical to their success – within all of those numbers, they find information that can enhance clients’ businesses.
Assured Wealth and Estate Planning working with DH Business Support
Mark Jones, from Assured Wealth and Estate Planning says of the collaboration: “ DH business support had no formal way of ensuring their clients received high quality independent financial planning advice. It was a good fit for Assured Wealth to help their clients based across the country. Our working partnership is based on client excellence has helped DH clients understand their personal finances just as well as their business ones.”
DH Business Support’s David Hassall MD says: “ We looked at several Childwall IFA and Woolton IFA firms to launch our financial planning arm in the UK. Assured is based in the North West, fully independent and the business has a real ethic of putting clients first, just like ours. We started to work with Mark as we see him as a very pro-active IFA with a good knowledge of the industry. We have clients scattered all over the country and he is very able and willing to do web calls and also travel to meet clients if needed. He holds up our high client satisfaction standards and wouldn’t hesitate to recommend Mark.”
Childwall & Woolton Independent Financial Adviser
When it comes to getting Liverpool personal retirement planning, local residents can get helpful advice in all of the following areas from our Childwall & Woolton Independent Financial Adviser:
- Company pension schemes
- Care fee planning
- Life cover
- Independent Financial Planning
- Retirement Planning
- Saving money
- Buy-to-let purchases
- Saving tax
- Business exit planning
- Lasting Powers of Attorney
Do you need expert help or advice from an independent financial planning expert? Call Assured Wealth and Estate Planning today on 0151 601 5922, or visit the website: Assured Wealth and Estate Planning Liverpool IFA.