Professionally Connected Financial Planning
Professionally Connected Financial Planning (PCFP) was established in 1999 as a firm of fee-based Independent Financial Advisers in Bolton. PCFP remains Independent under the new regulations introduced at the end of 2012.
PCFP specialise in the highly complex areas of Pensions and Divorce, Retirement Options and Pension Transfers. Mick is qualified and experienced in Long Term Care Advice. Mick is G60 qualified, an Associate of the Personal Finance Society and a Chartered Financial Planner.
Other key strengths are Comprehensive Financial Planning, Investments & Inheritance Tax Planning.
At the time of PCFP being awarded Corporate Chartered Financial Planner status by the CII in October 2007, fewer than 100 firms had achieved Chartered status. It is a highly exclusive award reserved for the leading firms within the financial advice market. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Since the retirement in 2008 of one of the founding partners, PCFP has been solely owned by Michael Norris, based in Harwood near Bolton. As a sole trader, PCFP no longer require Corporate Chartered Financial Planner status.
PCFP aim to offer all clients a friendly, efficient and professional service.
Please click on the following links to find out more about PCFP