Business Details
27 Years
experience
Your Trusted Financial Advisers in Macclesfield
Established in 1999, we are independent financial advisers serving Macclesfield, Cheshire, and North Staffordshire. Our holistic approach tailors financial planning to individual client goals, leveraging access to market-leading products from trusted institutions. With over 25 years of experience, we prioritise client relationships and offer impartial advice across pensions, ISAs, investments, and tax-efficient solutions. Our team, led by founder Antony Key with 30 years in financial services, ensures measurable results through collaborative planning.We maintain authorisation by the Financial Conduct Authority and operate with integrity, as evidenced by longstanding client relationships and multigenerational family advisory roles. Our service standards exceed industry norms, offering accessibility and expertise in income planning, asset allocation, and cashflow forecasting.
Services
Pensions Advice
ISAs
Investment Bonds
Life Assurance
Trusts
Cashflow Forecasting
Asset Allocation
Financial Status Evaluation
Details
- Year established: 1999
Highlights and features
- Over 30 years of experience in financial services
- Tailored financial planning aligned with your goals
- Access to market-leading products from trusted providers
- Independent advice from the whole of the market
- Proven track record with multigenerational client relationships
Associations and certifications
- Financial Conduct Authority
What people say
First class personal service
Honest advice promptly actioned
Easy to talk to
Clear concise explanations
Measurable results achieved
Services
Pensions Advice
We provide comprehensive pensions advice tailored to individual retirement goals. Our independent advisers assess your current provisions and recommend tax-efficient solutions from the whole of the market. With expertise in company and personal pensions, we help clients navigate flexible drawdown options and annuity choices to maximise income security.
Investment Planning
Our investment planning service creates diversified portfolios aligned with risk profiles and financial objectives. Using advanced industry technologies, we recommend onshore and offshore investment bonds alongside collective investment accounts. We prioritise long-term growth strategies while maintaining regular portfolio reviews to adapt to market changes and client needs.
Cashflow Forecasting
We develop detailed cashflow forecasts to help clients understand their financial position over time. This service integrates with broader financial planning, incorporating income sources, expenditure patterns, and investment growth projections. Our models enable informed decision-making about retirement timing, tax planning, and wealth preservation strategies.
Tax Efficiency Solutions
Our tax efficiency advice focuses on minimising liabilities through legitimate financial structures. We specialise in ISA allowances, trust arrangements, and inheritance tax mitigation strategies. By leveraging market-leading products from providers like Quilter and Aviva, we create compliant solutions that preserve wealth across generations.
Life Assurance
We offer tailored life assurance solutions to protect families and business interests. Our independent advice covers term and whole-of-life policies, critical illness cover, and income protection products. We work with leading providers to ensure appropriate coverage levels that align with clients' financial commitments and long-term objectives.
People
Antony Key
Founder and Owner
With over 30 years in financial services, Antony Key specialises in holistic financial planning. He prioritises client relationships and has advised multiple generations of families. His expertise spans pensions, investments, and tax-efficient solutions.
Questions
What areas do you serve?
We primarily serve Macclesfield, Cheshire, and North Staffordshire, with occasional clients further afield. Our services are available to UK consumers nationwide.
Are you independent financial advisers?
Yes, we offer independent advice from the whole of the market, unaffiliated with any specific providers. This allows us to recommend suitable solutions from leading financial institutions.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority. Our company registration number is 08475117, and we adhere to strict compliance standards.
What experience do your advisers have?
Founder Antony Key has over 30 years in financial services. Our team collectively offers decades of experience in pensions, investments, and tax planning.
Can you help with inheritance tax planning?
Yes, we specialise in inheritance tax mitigation strategies using appropriate financial structures. Our independent advice includes trust arrangements and other tax-efficient solutions.
Do you work with other financial providers?
We collaborate with leading institutions including Quilter, Aviva, Prudential, and Scottish Widows to access market-leading products that meet client needs.
