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We are an independent financial advice firm based in Stockport and provide financial planning services for clients in the North-West and London. Our goal is to assist you throughout your financial journey and ensure your family’s personal finances have the foundations for you to grow.
We offer a number of services for families, and these are all centred around helping you establish strong foundations for your personal finances to protect your loved ones and provide you with a platform for growth.
We will complete a holistic review of you and your family’s needs and priorities and help you establish the best way forward whilst making the process as simple as possible.
Our typical services include:
Protection/Insurance Planning
This helps protect you and your family in the event of your death, becoming critically ill or being unable to work due to illness or injury.
Mortgage Advice
We will help you secure the best deal whether you are moving to a new home or remortgaging.
Tax Planning
This helps you manage how much tax you pay across your wealth and income, to minimise your tax and maximise how much money your family has.
Pension & Investment Planning
We will help you establish clear long-term savings, investment and retirement goals and help you grow your wealth to achieve this.
For a free initial, no obligation discussion, please visit: www.risefp.co.uk
Rise Financial Planning & Rise FP are trading names of Rise Financial Consulting Ltd (FCA Number: 1020377). Registered address: 14 Hazel Street, Hazel Grove, Stockport, SK7 4JR. Company Number: 15687101. We are an appointed representative of All Aspects Financial Planning Ltd who are regulated and authorised by the Financial Conduct Authority, FCA Number: 1008239.
Get a consultation- Insurance & protection
- Pensions & retirement
- Mortgages
- Financial planning
- Investments
- Savings
- Tax & trust planning
- Business
- Long Term Care
We are FCA regulated financial advisers and we are also members of the UK Sustainable Investment & Finances Association.
We offer a free initial meeting where we will discuss what you are looking to achieve and the help we can provide for you and your family. Please visit our website to book in an initial meeting.