Paul Ward

Paul Ward

IJP Wealth Management

Minimum savings/pensions: Over £100,000

0161 219 8546
Based in Cheadle
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Verified since: August, 2017

4.8 out of 5

87 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 April 2025

    Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 1 client review in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 May 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 28

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Paul

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 28 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 April 2025

    Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 1 client review in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 May 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 28

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Paul

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 28 first impressions)

I am a Chartered Financial Adviser, and as such I am able to advise the following areas: - Trust and Inheritance Tax Planning - Estate planning - Long Term Care Planning - Pension advice on all pension types including Final Salary/Defined Benefit - Investment Advice for Trustees I am based in Manchester and Cheshire. I adopt an extremely professional and friendly approach and have been recommended by many of my clients for explaining complex and beneficial Financial Planning in easy-to-understand language. Please contact me for a free initial consultation to begin your advice journey, and for me to work along-side you to create your Financial Plan, especially if you would like to discuss obtaining a Cash Equivalent Transfer Value on your Defined Benefit or Occupational Pension. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people Approver Quilter Financial Limited. 17/06/2024

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Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

IJP Wealth Management is a trading name of Camargue Wealth Limited which is an Appointed Representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.