Keyline Financial Solutions

At Keyline Financial Solutions Ltd, we are a firm of Independent Financial Advisers (IFAs) based in South Manchester and provide financial advice to our clients throughout the North West of England. With over 50 years of collective experience in the financial services industry, our Directors are dedicated to providing tailored investment solutions to people approaching or in retirement.

Our Philosophy

Our approach is built on a foundation of building long-term relationships with our clients, understanding their needs, beliefs, and requirements, and helping them to achieve their financial goals and aspirations. We believe that ongoing financial advice is essential, particularly with frequent changes to rules and regulations.

Our Services

We offer a comprehensive range of services, including:

• Wealth Management: We provide expert advice on investment planning, pension schemes, and tax-efficient strategies to help you achieve your financial goals.
• Pensions & Retirement: We advise on pension schemes, retirement planning, and income generation to ensure a comfortable retirement.
• Family Protection: We help you protect your loved ones by providing life assurance, critical illness cover, and income protection.
• Business Advice: We offer guidance on business succession planning, inheritance tax, and business protection.
• Tax & Estate Planning: We ensure that your estate is protected and your wishes are carried out by creating a comprehensive estate plan.

Our Approach

Our six-stage advice process is designed to provide simple and effective financial solutions. We take the time to understand your goals, assess your financial situation, and recommend tailored solutions to help you achieve your objectives.

Our Commitment

At Keyline Financial Solutions Ltd, we are committed to providing exceptional service, expert advice, and tailored solutions to our clients. We believe that transparency, integrity, and professionalism are essential in building long-term relationships with our clients.

Our Team

Our team of experienced professionals is dedicated to providing expert advice and guidance to help you achieve your financial goals. With local face-to-face meetings and ongoing advice, we are committed to helping you meet your long-term goals.

Contact Us

If you would like to know more about how we can help you, please do not hesitate to contact us. We look forward to building a long-term relationship with you.