We are a firm of Independent Financial Advisers (IFAs) based in South Manchester and provide financial advice to our clients throughout the North West of England. We strongly believe in building and maintaining long term relationships with our clients by understanding their needs, beliefs and requirements and in doing so help them to achieve their financial goals and aspirations.
Our particular area of expertise is in Wealth Management and Retirement Planning. We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your retirement. Through the use of our six stage advice process we will provide you with simple and effective financial solutions to help you achieve your goals.
Our particular area of expertise is in Wealth Management and Retirement Planning. We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your retirement. Through the use of our six stage advice process we will provide you with simple and effective financial solutions to help you achieve your goals.
Services
From our offices in Cheadle Hulme, Keyline Financial Solutions Ltd provides independent financial advice to mainly private clients as well as professional trustees around the south Manchester and Cheshire area. The Directors have over 50 years of collective experience in the financial services industry and use this knowledge to provide tailored investment solutions to people approaching or in retirement.
The aim of our structured financial planning process is to provide you with simple and effective financial solutions to help you achieve your goals. Whether you need advice about protecting your family, investments, retirement planning or preserving your wealth, we are confident we will find the right solution for you.
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
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.
On receiving an enquiry we will arrange an initial meeting which can be at our offices, your home or your place of work. The purpose of this initial meeting is firstly to establish whether we are able to assist with your needs and objectives, and secondly to discuss the fees for our services should we be instructed to proceed.
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