Financial Services Manchester
Financial Adviser Manchester
Here at Dunhams, we pride ourselves on offering a Financial Services and Accounting Services which we regard as almost unique among accountants and financial planners. We are one of the very few practices which can take care of all of your personal and business financial requirements all under one roof.
Our completely holistic approach looks at every single aspect of your money. We do more than simply advise you on all aspects of your personal finances – protection products, investments, personal tax, estate planning, pensions, funding for children’s weddings, school fees, nursing home fees and long term care.
If you also have a business, we can manage your business finances to ensure that everything runs as smoothly and as tax-efficiently as possible.
Most important of all, we look at the bigger picture by seeing how your business finances impact on your personal financial matters. We think about the life stages which we all go through, and how our joined-up management of your total family finances can help you through these life changes.
As well as having the peace of mind of knowing that your business is in safe hands, you will also know that your personal matters are being taken care of too – now, next year and in the decades ahead. This ensures that there is less stress and hassle for you now, and less for those that you leave behind. That’s how far we look into your future.
How Dunhams do it all for you
Simple. Our team is headed by two vastly experienced practitioners – one a fully qualified Independent Financial Adviser, Chartered Accountant and Chartered Tax Advisor, the second a qualified Chartered Accountant and Chartered Certified Accountant. In addition, our team includes many more highly qualified Chartered Accountants, Tax Consultants and even a Fellow of the Personal Finance Society.
It all means that you don’t have to engage the services of one company as your accountant and another as your independent financial adviser. We can do it all and you benefit from totally seamless and professional management of your business and family finances by just one company.
A no-obligation financial consultation
It all starts with a no-obligation financial consultation to discuss your individual situation and requirements. We will discuss your current situation, your needs and priorities and help develop some key financial goals with you.
Once we have gathered all the information, we will produce a detailed report containing our recommendations which we will outline in a follow-up meeting. In short, we will look into every aspect of your family financial position and create a holistic and bespoke plan that is personalised to you and your family.
If you’re looking for a Financial Adviser in Manchester to support you with your personal and/or business finances, call us on 0161 872 8671.
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