Ann-Marie Banks - LIFT-Financial Ltd


Lindley Court, Altricham, WA15

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Financial Planning - Personal, Financial Planning - Business, Inheritance Tax, Tax Planning, Wealth Management
Qualifications: Advanced Financial Planning Certificate, Certificate in Lifetime Mortgages (IFS), Certificate in Mortgage Advice and Practice (IFS), Certificate in Financial Planning and Lifetime Mortgages Activities, Certificate in Financial Planning and Long-Term Care Insurance, Pensions simplification, Chartered Financial Planner, Taxation and Trusts, Personal Financial Planning, Business Financial Planning, Pensions, Holistic Financial Planning, Personal tax, Trusts, The tax and legal aspects of business, Pension funding options, Pension income options, Investment principles, markets and environment, Retirement Options, Pensions Investment Options, Saving and Investment
Years as a regulated adviser: 5
Remuneration method: Fee
FSA Registration Number: 471394 (Check this)

Chartered Firm of Financial Planners, providing holistic solutions to long term planning and wealth management.

Highly qualified individual who pays great care and attention to clients needs. Long term financial planning strategies and a professional and strutured approach when working with clients.
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