Financial advice made easy
Simple is beautiful. You want straight-forward advice with immediate results. Speak with Breaks Wealth Management today
Welcome to Breaks Wealth Management
Building lasting relationships with our clients, we provide them with personalised advice, guide them to better financial choices and help them achieve their financial goals. We add value to our clients through a process of ongoing review and offer a comprehensive range of services such as corporate financial planning, mortgages and pensions and investments advice. If you’d like to learn more about what Breaks Wealth Management can do for you, please get in touch via our contact form below, call us or drop in to our offices, conveniently located in Bury.
Pensions & Investments
Insurance Services
Corporate Services
Wealth Management
Mortgage Services
Meet the team
Our emphasis is firmly on offering straight talking and practical advice, which guides our clients through the complex financial landscape.
Paul Breaks
Director & Financial Adviser
Paul established Breaks Wealth Management after a spell in partnership and an extensive career at two major insurers. He is passionate about giving his clients greater control over their lives by helping them to make better financial decisions and credits a healthy dose of enthusiasm as the secret to his success. In 2019, Paul raised more than £7,000 for local causes when he completed the Marathon des Sables in Morocco.
Paul enjoys playing squash, spending time with family and supporting the world-renowned ‘reds’. That’s right, Accrington Stanley!
Our Services
Building lasting relationships with our clients, we provide them with personalised advice,
guide them to better financial choices and help them achieve their financial goals.
Pensions & Investments
Insurance Services
Corporate Services
Wealth Management
Mortgage Services
Get in touch
Stoneholme. 42 High Street
Walshaw, Bury, Lancashire BL8 3AN
t : 0161 764 9944
f : 0161 764 9955
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
Email: QFPcomplaints@quilter.com
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)