About Braemar Wealth Management (NW) Limited.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 (ACA) and Independent Financial Adviser, joined Braemar Wealth Management on 1 August 2006. Having qualified with KPMG back in 1995, David has worked in a number of sectors including manufacturing, renewable energy, communications and for the last seven years has been running his own Design and Marketing agency (Gem Creative). David brings a wealth of skills and experience to the team including design, marketing and IT. |
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What do we do?We provide Independent Financial Advice in a number of key financial planning areas:-
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Why are we different?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. Why Independent is best?Good quality financial planning is worth its weight in gold. Financial advisers are not all the same and the amount of value they add to your financial situation varies considerably. Many financial advisers in the UK can only recommend products or services from one or a limited number of companies. Such “tied” advisers actually work for the product providers. They will only be able to recommend a product from a restricted range of options, attempting to find a best fit for your needs. Using one of these advisers means that you can never be certain that you are getting the very best product or service available to you. Braemar Wealth Management (NW) Ltd is independent. We recognise that all of our clients have precise requirements that need an individually tailored solution. We will work with you to get to know you and to understand your situation before searching the whole of the market for the product or service that we believe best meets your needs. We are not tied to any bank, investment house or insurance company and always act in your best interests.
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Braemar Wealth Management (NW) Limited is authorised and regulated by the Financial Services Authority. Braemar Wealth Management (NW) Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 425022. The FSA does not regulate some forms of tax planning and investment structures. |
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Pensions & Annuities