Wealth Management

Our Wealth Management Service is key to ensuring that we continue to manage and tax efficiently preserve the wealth that you have created as a result of your hard work and enterprise.

Is your business ready for pensions auto enrolment?

If you have 50 – 249 employees, your staging date is between 1 April 2014 – 1 April 2015 and you must act soon. Our latest Business Update looks at what employers must do to implement auto enrolment and comply with the new legalisation. Download it here.

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Champion Wealth Management offers specialist advice from some of the most experienced advisers in the North West.

Totally independent, Champion Wealth Management can offer financial advice on areas such as investment, pension planning, inheritance tax mitigation and portfolio management.

Our Wealth Management team pride themselves on the customer service they deliver, and are very proactive in providing ongoing client support and advice.

 

To enable us to provide you with a proper service there may be occasions when we will need to contact you without your express permisson concerning investment business matters. For example, it may be in your interests to sell a particular investment and we would wish to inform you of this. We may therefore contact you in such circumstances. We shall of course comply with any restrictions you may wish to impose which you notify to us in writing.
 
The guidance and/or advice contained within this website is subject to the UK financial services regulatory regime and is therefore primarily targeted at customers based in the UK.
 
Champion Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority, Financial Services Register No: 223721.

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