Our Company
Sustainable planning built around your future
At Sustainable Financial Planning our purpose is to create comprehensive and bespoke financial plans based on your future aims and ambitions and then carefully guide you through the various stages of life to keep these plans on track.
We will take you on a journey to understand what is important to you and how we can achieve your goals, ensuring the investments used reflect and align with your own personal views.
Our values:
- Honest
- Responsible
- Balanced
- Sustainable
Sustainable Financial Planning is able to integrate most elements of financial planning including, Pensions, Investments, Estate Planning, Tax mitigation, Life and protection Insurance, Mortgage Advice and general Wealth Management.
The Financial Conduct Authority does not regulate Tax and Estate planning.
We live by our values through the way our business is run and the solutions we provide to you.
Meet Andrew Winstanley
Andrew has always taken an honest and balanced approach to his advice providing sustainable financial planning built to last. Andrew believes it is everyone’s responsibility to give due consideration to how they achieve their financial aims. - Andrew qualified as a Chartered Financial Planner through the Chartered Insurance Institute which shows the commitment he has to providing Financial Advice at the highest level. He specialises in Wealth Management which includes Pensions, Investments and Estate Planning.
Andrew has over 17 years’ experience in the Financial Services industry. He spent 8 years providing Mortgage and Protection Advice before moving into Financial Advice, looking after portfolios of high net-worth individuals as a Private Banking...
Address
Cheadle Place, Stockport Road, Cheadle, SK8 2JX
Phone
T: 0330 912 1767
T: 0161 529 7367
