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Nick Stark Accountants Partner Up With Assured Wealth and Estate Planning

Nick Stark Accountants

Professional Warrington Financial Advisor and Independent financial planning expert Mark Jones, the Managing Director of Assured Wealth and Estate Planning Limited, launched a joint venture with Nick Stark Accountants, a highly respected accountant in the Formby and Southport area in December 2015.

Assured Wealth and Estate Planning Ltd

Assured Wealth and Estate Planning help local people with independent financial advice. Specialists in Estate Planning, Mortgage Advice and Retirement Planning as well as General Financial Planning and Business Financial Planning, Assured Wealth and Estate Planning are trusted local Independent Financial Advisers. They are fully independent, FCA regulated, local and have low-cost fees.

Nick Stark Accountants: Formby and Southport Accountant

Nick is a Chartered Certified Accountant based in Formby in Merseyside. He offers a full range of accountancy and taxation services including accounts preparation, self-assessment tax returns, payroll, bookkeeping, VAT. He also offers business reviews and advice to start-ups on every aspect of financial management. He prides himself on offering a personal level of service to every client. Initially trained as a dentist, Nick soon decided that looking into mouths all day was not for him. He has been qualified as a Chartered Certified Accountant since 1997. 

Assured Wealth and Estate Planning working with Nick Stark Accountant

Mark Jones, M.D. at Assured Wealth and Estate Planning says of the collaboration: “ Nick Stark Accountants like many other accountancy firms had no formal way of ensuring their clients received high quality independent financial planning advice.  I had known Nick since he launched his firm in 2008, so it was a really good fit for his clients and Assured Wealth.  Our working partnership based on client excellence has helped Nick’s clients understand their personal finances just as well as their business ones.” 

Nick Stark said: “Once I had become a client of Mark’s it was easy for me to see how he could add real value to my clients.  I have met many advisers since 2008, but Mark is an exception to the norm, as he will go the extra mile for each client”.  His knowledge enables me to feedback to my clients the type of planning they should be doing; I would have no hesitation in recommending Mark.”

Formby Independent Financial Adviser

When it comes to independent financial advice, our Formby IFA and Southport IFA offers residents can get support all of the following areas:

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

Are you looking for independent advice from a local Southport IFA or Formby IFA? Why not give Assured Wealth a call now on 0151 601 5922, or visit the website: Assured Wealth and Estate Planning.

Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation