Independent Financial Advisers

A comprehensive professional financial service tailored to you

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Our Services

At Compass Financial, our principle service is to build a tailored financial plan for each of our clients that fits with their objectives. In doing this, we consider a range of options and products which might fall into any of the following categories depending on individual circumstances:

  • Financial goal setting
  • Retirement planning individual and corporate
  • Investments and wealth management including ISAs
  • Savings short, medium and long term
  • Inheritance Tax planning
  • Helping you to better manage your finances
  • Protection insurance for all unforeseen personal and professional circumstances

The value of investments and pensions can fall as well as rise. You may get back less than you invested and your home may be repossessed if you do not keep up repayments on your mortgage.

Compass Financial (UK) Limited is an appointed representative of Intrinsic Independent Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered in England & Wales No: 06894163. Registered Office: Ashfield House, 12 Ashfield Rd, Cheadle, Greater Manchester SK8 1BB

Talk to us!

For an initial NO COST discussion to see how best we can work together, call us:

01824 330 010

Email us

Please click here to complete our contact form.
" I had no hesitation in approaching Adam and engaging him as my Financial Adviser when I needed someone I could trust to sort out my personal finances. "

Mark Cluett