Summary
INVESTMENT * SAVINGS * PENSIONS * INTRODUCER
Based in the Four Heatons area of Stockport, Cheshire, Investment 4 All as a trading company, wants to provide a unique service to individuals, companies and charities, who would like to find their perfect match when looking for an Independent Financial Adviser, Stockbroker or Asset Manager.
As MD, David Wherrit has a wealth of experience as a former Independent Financial Adviser of 23 years and also many years in Stockbroking Management prior to that.
David would like to use his Investment Experience and many quality contacts to help others.
If you have a special area of expertise, we may be able to help each other?
TESTIMONIALS are on the WEBSITE [but not all of them].INVESTMENT * SAVINGS * PENSIONS * INTRODUCER
+ Investment 4 All is a Website driven business, so please visit the website. Thank you.
+ Promoting companies who have a specialised area of expertise.
+ Introducing individuals, companies and charites to IFAs, Asset Managers and Stockbrokers.
+ Happy to work with or for others to achieve their dreams and ambitions.
INVESTMENT * SAVINGS * PENSIONS * INTRODUCER
+ FREE Personal Consultations by a mature and experienced listener first and then;
+ B to B and B to C Professional Introductions, Referrals and Business.
+ Auto-Enrolment Pensions, Introduction to a Full Service - Start to End proposition. FIXED FEE.
+ Investment Portfolio Management Service with IFAs, Asset Managers and Stockbrokers.
+ Regular contibuter and writer of articles on Financial News and Education for Magazines.
As an IFA of 23 years { but now an Introducer / Broker / Agent} my specialism was "Retirement Planning" looking after individuals who took retirement packages. At the peak a few years ago, I was servicing nearly 300 of my own clients and had nearly £20 Million of client money under management. All of these clients had Online - Investment Portfolios which they could view on their home PC 24/7 - 365. In my Stockbroking days I was Nominee Company Secretary, Office Manager, Locam Dealer, "Jack of All Trades!" get it?
Based in the Four Heatons area of Stockport, Cheshire, Investment 4 All as a trading company, wants to provide a unique service to individuals, companies and charities, who would like to find their perfect match when looking for an Independent Financial Adviser, Stockbroker or Asset Manager.
As MD, David Wherrit has a wealth of experience as a former Independent Financial Adviser of 23 years and also many years in Stockbroking Management prior to that.
David would like to use his Investment Experience and many quality contacts to help others.
If you have a special area of expertise, we may be able to help each other?
TESTIMONIALS are on the WEBSITE [but not all of them].INVESTMENT * SAVINGS * PENSIONS * INTRODUCER
+ Investment 4 All is a Website driven business, so please visit the website. Thank you.
+ Promoting companies who have a specialised area of expertise.
+ Introducing individuals, companies and charites to IFAs, Asset Managers and Stockbrokers.
+ Happy to work with or for others to achieve their dreams and ambitions.
Area of Expertise
INVESTMENT * SAVINGS * PENSIONS * INTRODUCER
+ FREE Personal Consultations by a mature and experienced listener first and then;
+ B to B and B to C Professional Introductions, Referrals and Business.
+ Auto-Enrolment Pensions, Introduction to a Full Service - Start to End proposition. FIXED FEE.
+ Investment Portfolio Management Service with IFAs, Asset Managers and Stockbrokers.
+ Regular contibuter and writer of articles on Financial News and Education for Magazines.
As an IFA of 23 years { but now an Introducer / Broker / Agent} my specialism was "Retirement Planning" looking after individuals who took retirement packages. At the peak a few years ago, I was servicing nearly 300 of my own clients and had nearly £20 Million of client money under management. All of these clients had Online - Investment Portfolios which they could view on their home PC 24/7 - 365. In my Stockbroking days I was Nominee Company Secretary, Office Manager, Locam Dealer, "Jack of All Trades!" get it?