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Wealth Management Services

McLintocks Wealth Management Limited was started to help our clients meet their financial goals. Our aim is to take away the concern and worry you may have out of planning your financial wellbeing.

Wealth management is key to ensuring you preserve the wealth you have created through your enterprise to date whilst enhancing the wealth you create in the future – all in a controlled and tax efficient manner.

Seeking financial advice can be a daunting experience; we can make this process more streamlined, tying in to our knowledge of you as client to assist with your investments, pension planning, inheritance tax mitigation and portfolio management.

Whether you are an individual or a company, if you are seeking financial advice for the first time, approaching retirement or require assistance arising from the recent pensions auto-enrolment legislation, our wealth of experience can meet your needs. Because we are Independent Financial Advisers, we are not tied to offering the contracts of any one investment, pension or insurance company.

McLintocks Wealth Management Limited is an appointed representative of Premier Pensions and Tax Consultancy Ltd which is authorised and regulated by the Financial Conduct Authority. Premier Pensions and Tax Consultancy Ltd is entered on the Financial Services Register (http://www.fsa.gov.uk/register/home.do) under reference 482631.

For more information, email us at wealth@mclintocks.co.uk

Registered Office:
Premier Pensions and Tax Consultancy Ltd, Beech Court Business Centre, Moss Brow, Lymm, Cheshire, WA13 9TL.

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  • “We continue to be impressed by the level of detail and close business support Alastair and the team at McLintocks provide to my accounts team. Ours is a fast growth company which needs robust and efficient finance information and McLintocks...

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  • “We have a brilliant relationship with McLintocks. As a firm they share our vision as to how business should be conducted. We...

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  • “McLintocks Partners and staff have provided invaluable advice to The West Coast Energy Group since 1998. The personal support to the WCE...

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