We hope you enjoy looking at our website and feel that you are able to come to us for financial advice. Malbon Townsend independent financial advisers in Congleton are able to provide sound financial advice on all aspects of financial planning, such as advice on annuities and pensions, corporate advice, savings and investments, estate planning, wealth management, equity release, long term care and more.
We also have experienced, fully qualified, mortgage specialists at our Mortgage Centre in Sandbach. We hope you enjoy looking at our website and feel that you are able to ask us to help with your financial needs. We offer specialist advice to our clients to help them fully understand and organise their financial arrangements.
We also have experienced, fully qualified, mortgage specialists at our Mortgage Centre in Sandbach. We hope you enjoy looking at our website and feel that you are able to ask us to help with your financial needs. We offer specialist advice to our clients to help them fully understand and organise their financial arrangements.
Services
At Malbon Townsend Limited we pride ourselves on understanding fully our client's needs - high quality independent advice delivered in the manner and timescales that their lives demand. Our clients are busy and look to us to ensure that their finances are working for them, both today and for the future.
We offer an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.
On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. After the initial consultation we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.
Being a SME I was really interested to learn Lindsays take on Relevant Life cover and he expertly ran through with me the pros and cons for my business - and very much the pros! I would have no hesitation in recommending Lindsay for any insurance needs - and will certainly ask his valued advice again in the future.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Reviews (1)
Qype User Chrisi
Nov 20, 2008
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Looking for independent and knowledgeable advice, then I would totally recommend these guys. I've dealt with Geoff Baggot for years and he has guided me through the personnal pension minefield. His associates are well versed in the mortgage markets, insurance and investments fields too. A great warm, approachable and plain talking team! A***
