THIRTY3
Financial Advisers (Independent) in Bury (Lancashire)
51 Gincroft Lane
Edenfield
Ramsbottom
Bury
Lancashire
BL0 0JW
Contact Numbers
Key Services
About
Investment Service
Investing for the future can be a complex business. Investment vehicles and funds vary widely in terms of risk, tax treatment etc. and it is important to select the ones most likely to meet your needs and aspirations. Our investment advice service is designed specifically to guide you through the maze and narrow down the options most suitable to you. Together we can develop a personal investment portfolio which is transparent and flexible enough to accommodate any life changes along the way.
Retirement Service
Deciding how and when to retire is one of life's most important financial decisions. The decisions you make now will affect your standard of living for the rest of your life so it is important that you understand the options and make the right choice. The range of options available and amount of paperwork involved can appear daunting but we are pension specialists and can help you understand the options available and provide expert advice on the most suitable route for your own personal circumstances.
You only retire once and we're here to help you get it right
Pension Review Service
Maybe you have a number of pension plans accumulated over the years from a variety of pension providers or employers and want to explore the possible benefits of putting them all under one umbrella to make it easier to keep track of your pension fund.
Our pension review service is designed specifically to help you to make sure that your pension provision is on track to maximise the income you receive in retirement.
If these are questions you need answering - we can help - contact us on 01706 827476
We are a small financial advisory practice committed to providing personal financial guidance to individuals and businesses in the Greater Manchester, Lancashire and Cheshire area for over 20 years.
At Thirty3 we offer a modern, professional, financial advice service designed to make your financial life as stress-free, simple and easy to manage as possible. Our independence gives us the freedom to offer you sound advice, free from bias, enabling us to be responsive to whatever your individual needs may be.
Trading Since
1992
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Products and Services
Investment Advice
Investing for the future can be a complex business. Our investment advice service is designed to guide you through the maze & develop a personal investment portfolio which is transparent and flexible enough to accommodate any life changes.
Pension Review Service
Our pension review service is designed specifically to help you to make sure that your pension provision is on track to maximise the income you receive in retirement.
We offer these services
- website
We offer these payment methods
- Cash
Testimonials
"David has provided advice on both business and private matters over a period of 25 years. We have enjoyed excellent professional, yet friendly, service all with the personal and confidential approach that comes with a long established relationship”
Thirty3
"When it came time to consider our pensions we were presented with many options which David guided us through resulting in a SIPP for myself and an annuity for my wife. Both are proving very successful. We feel our interests are met very professionally and our confidence in Thirty3 gives us great peace of mind”
Thirty3
Testimonials are added by the business owner and are not independently verified.
