Financial Advisers (Independent) in Stockport

Busy running your own business with little time for financial planning? Confused by research, graphs and reports? Looking for someone to explain it all in simple terms and look after it all for you?

Our clients want to know how to hold on to their money, where best to invest it, when they will have sufficient funds to be financially independent and able to choose whether to continue working or not.

If you’re looking for a no-nonsense approach to financial planning, contact us for more details.

We are based in Stockport, Cheshire with easy parking, and a number of landmarks which make us easy to find. We provide independent advice to help busy people understand how best to get a handle on their finances and get out of the rat race.

Managing Director Graham Fenton is an experienced property investor offering all types of Financial Advice, and all of our advisers are suitably qualified as specialists in their own right.

We are authorised and regulated by the Financial Conduct Authority, number 458904, and have the necessary permissions to offer financial, pension and investment advice, as well as the Professional Indemnity Insurance cover insisted upon by the FCA.

Because we’re independent, we’re able to comment on whatever policies or investments you may have. In contrast to salespeople who work for insurance companies, we act as your agent rather than an agent of any product provider.

We have years experience in providing financial planning advice to a range of corporate and private clients and are committed to ensuring that G-Force delivers the standard of service you would expect. To that end we have invested in sophisticated back office software to help us run the business efficiently as well as relying on our well-trained staff.

The most important thing that we do is help you achieve your lifetime financial goals for reasons that are important to you.

In order to do this we need to get to know and understand you and your goals so that we can offer advice in those areas which are of importance to you.

It is only once we know what your goals are that we look at the value of your current policies and investments. From this information we are able to gauge what actions are needed to reach your financial goals and indeed whether they are achievable.

Your adviser will always do the very best for you. Whenever you deal with one of our financial advisers you will receive details on the complaints procedures offered by the firm. If you wish you can request a copy of these procedures at any time.

When the adviser is advising you on regulated products (including investments, insurance and mortgages) you have the protection of the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS).

If you are unhappy about any advice or service you have received you should firstly contact the firm that provided the advice or service. This gives them the chance to put things right and/or to provide their own version of events. Should you remain dissatisfied you can refer your complaint to FOS who will investigate the complaint independently and make a ruling. FOS work with customers and financial advisers to resolve a complaint, and when they do make a ruling it is binding upon the firm.

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Opening Hours: Monday 9am - 5:30pm, Tuesday 9am - 5:30pm, Wednesday 9am - 5:30pm, Thursday 9am - 5:30pm, Friday 9am - 4:30pm, Closed Saturday and SundayClosed on Bank Holidays