Independent financial planning (IFA) service sets up in Newton-le-Willows

Professional Warrington IFA and Independent financial planning expert Mark Jones the Managing Director of Assured Wealth and Estate Planning Limited has launched a joint venture with New Brooklands estate agency, on the High Street in Newton-le-Willows.



Mark stated “The town currently has no provision from a fully qualified independent Warrington financial advisers.  Setting up in the village where I live makes sense from a personal and business point of view.  Assured Wealth not only provides advice, but we also run FREE workshops for the local community too.  Richard and the team at New Brooklands share the same customer service values, of honesty and customer service.”

Richard Ortyl the Director of New Brooklands said, “We looked at several IFA firms to launch our Warrington financial planning arm for our offices in Newton-le-Willows.  Mark was local, independent and his business has a real ethic of putting clients first, just like ours.  When Mark spoke about how his company helps people in all walks of life to achieve their goals we knew it was a good fit for our business.  Mark regularly makes himself available to chat through peoples plans at their own home, or here in the office”.

When it comes to getting advice, Newton-le-Willows residents can look for helpful advice in all of the following areas:

Mortgages
Life cover
Independent Financial Planning
Retirement Planning
Investments
SavingsPensions
Company pension schemes
Care fee planning
Saving money
Budgeting
Buy-to-let purchases
Loans
Saving tax
Business exit planning
Wills
Lasting Powers of Attorney
Trusts

IFA

IFA



So if you need help or advice from an independent financial planning expert who is local, give Assured Wealth a call on 01925 396122, or visit the website: Assured Wealth and Estate Planning. 


Assured Wealth and Estate Planning Limited is as appointed representative of LJ Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority.  582900.

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