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, legal support, 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
Legal Support Services
“Brilliant advice and great service that saved me time and money”
Meet the team
Our emphasis is firmly on offering straight talking and practical advice, which guides our clients through the complex financial landscape.
Director & Financial Adviser
Paul formerly worked for two major insurers and following a spell as an IFA in a partnership, he became a sales director in a firm eventually bought out by a FTSE 100 firm. For Paul, financial planning is about giving clients more choices and more
control of their lives by helping them to make better financial decisions. The key to success, says Paul, is being able to put one’s self in the client’s shoes. Not to mention a good dose of enthusiasm.
With a grown-up family Paul enjoys watching his famous football team that plays in red - yes that's right Accrington Stanley! Squash and tennis keep him fit.
Our recommendations are impartial, and we are passionate about providing the very best service and on-going support, allowing our clients to reach their goals, whatever they may be.
We believe this ethos, teamed with our absolute enthusiasm for what we do, sets us apart and has earned us the excellent reputation that we enjoy.
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
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
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)