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Navigating Complex Financial Markets

Helping others is

our primary goal

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Best advice

We are not tied to any high-street bank or building society and can therefore offer truly independent advice.

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Simplifying the process

We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.

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You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.

What makes us special

Why choose Irwell Wealth Management?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at Irwell Wealth Management our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Based in Manchester and the North West, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Irwell Wealth Management are able to help. We also understand that you may have limited time available, therefore we offer telephone, email, office-based and home visits at a time to suit your needs.

At Irwell Wealth Management, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you.

Personnel that makes it happen

Since the very beginning, Irwell Wealth Management has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.

At Irwell Wealth Management, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using Irwell wealth management, you can be sure that your collective financial needs will be regularly reviewed and discussed, if required, in an ever changing financial climate

How are we paid?

During the initial free, no-obligation meeting, Irwell Wealth Management will assess your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.

You will be given details on the range of products we are authorised to advise on and any other information we are required to give you.

The details outline the type of products the firm offers advice on, for example, savings and investments, pensions and protection.