East Building
5300 Lakeside
Cheadle
SK8 3GP
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(497604) Quilter Financial Limited
We are Pension Transfer Specialists. We specialise in providing advice on Defined Benefit and Final Salary Pensions in Cheshire & Manchester.
We adopt an extremely professional and friendly approach and have been recommended by many of our clients for explaining complex and beneficial Financial Planning in easy-to-understand language.
We welcome all enquiries, and can also offer details of clients who would be more than happy to speak to you in relation to their experience of our advice.
Please contact us for a free initial consultation to begin your advice journey, especially if you would like to discuss obtaining a Cash Equivalent Transfer Value on your Defined Benefit or Occupational Pension.
IJP Wealth Management is a trading name of Camargue Wealth Limited which is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Wealth Holdings Limited owns 89% of the share capital of Intrinsic Financial Services Limited with the remaining 11% being owned by minority shareholders. CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority. FCA number 497604. CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Trident 3, Trident Business Park, Styal Road, Manchester, M22 5XB. IJP Wealth Management is Registered in England and Wales. Company number: 8044091. Registered Address; East Building, 5300 Lakeside, Cheadle Royal Business Park, Cheadle, Cheshire SK8 3GP.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.