Independent Financial Advisor in South Staffordshire

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Background

Care Financial Management Ltd (CFM), an Independent Financial Advisor in South Staffs, specialises in providing advice and solutions to clients who are in or approaching retirement and is one of the region's leading advisers in this field and is particularly experienced in care fees, pension, and investment solutions for elderly clients.

Ian Manwaring of Care Financial Management Ltd (CFM) covers the whole of the Telford, Wolverhampton and Stoke On Trent postcode areas from Broseley, Market Drayton, Much Wenlock, Newport, Shifnal, Telford, Bilston, Bridgnorth, Willenhall to Wolverhampton.

CFM's other services include the option of a wealth management service for investment sums over £50,000 and which encompasses an advisory management facility for both onshore and offshore investment portfolio's and includes a comprehensive risk profiling analysis.

CFM also offers comprehensive financial planning reports, which can show how well your existing arrangements are performing and what you need to do to be on track in one or more of your target areas.

Main areas of advice:

Your adviser:

Ian started in financial services in 1982, initially with a UK high street bank, and in 1991 joined the direct sales force of another major UK bank achieving senior consultant status, providing advice to both personal and corporate clients of the bank.

Between 1997 and 2002, Ian concentrated on providing wealth management services to predominantly retired clients of two UK private bank organisations. In particular, Ian's areas of expertise included investment management, estate planning/inheritance tax, trusts and long-term care planning.

Ian provides specialist advice to legal firms as well as clients in West Midlands, South Staffordshire and Shropshire, as well as helping to educating care homes within the region of the benefits of specialist independent care fees advice to residents and their families.

Qualifications:

Ian has constantly developed his knowledge and technical ability, currently holding the following qualifications:

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