Financial Adviser in Altrincham Specialising in Family Protection

Welcome to Periscope Wealth Ltd based in Altrincham, Cheshire.

Protecting your family from the cradle to the grave.

Money for the moments that matter.

Money isn’t everything.

From first steps to first dates; first kisses to final breaths; money won’t matter in the moments that matter most.

But, though money isn’t everything, not having it when you need it most is.

This is why we started Periscope Wealth.

What it means to be wealthy is unique to every individual.

We believe that wealth is having what you need to enjoy the moments that matter most to you and your loved ones.

Financial Planning

No matter where you are on your personal financial journey, we will walk beside you towards achieving your goals, so you can live your best life.

Starting a family and bringing a new life into this world can be daunting at the best of times. But it’s not just the material things that need your attention.

Financial Advice

OUR PHILOSOPHY IS SIMPLE. We believe that everyone should have access to the clear, straight forward financial advice they need to achieve their goals and plan for the future.

FCA Regulated

We’re a FCA regulated financial adviser practice, with over 100 years experience between our team offering whole of the market access. What this means is that we are able to offer objective advice that’s most aligned with our clients’ goals, rather than having to pick the best fitfrom a limited range of financial products.We work alongside our clients to identify priorities and set clear objectives, so they can make informed choices that help them protect and grow their wealth. To do this, we take a holistic approach. Rather than focusing on a single area, our advisers look at the whole picture. From Insurance & protection, to pensions, ISAs, investments, Wills, tax and trust planning; we leave no stone unturned when it comes to helping our clients achieve their goals. Always explained in a way that is easy to understand. Without the jargon.No one can foresee the unforeseeable. That’s why it’s important to make sure that if you do hit a bump in the road, your family and your hard work is protected.

Make Sure You’re Covered If Things Don’t Go As Planned

Our Family Protection Specialists will firstly understand your current situation. There are a range of factors that should be taken into consideration when determining the policy that is right for you. We can help you understand the factors that influence the cost and cover available to you.

Life Insurance

In the event that the unthinkable happens, Life Insurance provides a tax-free lump sum to make sure the people closest to you are taken care of.

Critical Illness

Critical Illness Insurance provides a tax-free lump sum on diagnosis of a specified medical condition.

Income Protection

Income Protection Insurance provides a monthly income in the event that you are unable to work due to redundancy, sickness or injury.

We will work with you to find the right cover for your situation so your family are protected, no matter what happens.

Contact Stuart Porter and the team at Periscope Wealth for expert advice. We are here to help and put your mind at ease.

Get in touch today for your free initial consultation.

Tel. 0161 416 6572.

Email: [email protected]

If you’ve worked hard and built your business, have you thought about what happens when you are no longer around?

Business Insurance

Whether your business is owner-managed or family run, it’s vital to protect and maximise its value so you can preserve your hard work for future generations. We will work with you to get an understanding of how your business operates, who the key people are, as well as your vision for its future. From there, we’ll help you create a strategy that meets the needs of the people and objectives of the business and determine the best course of action when it comes to shareholders and partners.

We provide holistic and straightforward advice to make sure your business is protected.

Periscope Wealth Ltd is an appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct

Authority FCA Number 653104.  Registered in England, Registered No. 09020864, Registered Address 774-780 Wilmslow Road, Didsbury, Manchester, M20 2DR.

You can visit the website here

Authorised and Regulated by the financial conduct authority

Periscope Wealth Ltd is an appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority FCA Number 653104. Registered in England, Registered No. 09020864, Registered Address Greystone House, Moss Lane, Altrincham, WA15 8HW

Testimonials from the website

I’m no expert in pensions and investments so the advice and guidance offered to me by Periscope wealth was much appreciated. They made everything seem so easy to understand and answered all my questions. Highly recommended. H. Walker United Kingdom

Excellent service from Periscope Wealth. From the initial meeting to transferring my pension over the whole experience was efficient, smooth with absolutely no problems. Stuart answered any questions I had with confidence and explained any questions I had in great detail but in a way that is easily understood. Jason Roberts United Kingdom

No pushing sales talk took in everything I was saying top marks to a great company. Steve Whitaker United Kingdom

I found Periscope very professional, polite and friendly, they also explained everything in a way I could understand. Martin Abramson United Kingdom

At MyBump2baby it is important to us that our audience of growing families have access to financial advisers, we are passionate about raising awareness on the importance of financial advice. Pericope our our chosen financial planners in the Altrincham area. If you are ready to sit down and plan your financial future please contact Periscope Wealth Ltd and arrange your appointment.

 

Get a consultation

• Insurance & protection
• Pensions & retirement
• Mortgages
• Financial planning
• Investments
• Savings
• Tax & trust planning
• Business
• Long Term Care

Diploma in Regulated Financial Planning.