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WELCOME
"Helping clients to realise their financial goals"

About us

Bespoke Financial Advice

Established 1999

A local company serving Macclesfield, the surrounding Cheshire & North Staffordshire areas and occassionally further afield for over two decades.

 

No two clients circumstances are the same and so we provide individual, holistic financial planning tailored to meet your goals. Being independent we offer solutions from the whole of market and are not tied to any providers. We have been successfully advising clients and their families for over 23 years in an ever changing market place. Whether you are a director/owner of your business, approaching retirement, going through a divorce, receiving an inheritance or require a financial plan we can help.

 

Our advice will take into account your circumstances and objectives and we are able to offer suitable tax efficient solutions. 

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What Our Clients Say

"puts you completely at ease and is very easy to talk to, he gives the feeling that he is handling your money as he would his own.His suggestions are always relevant and he certainly never talked down to us as certain Bank advisers have done in the past. Any problem in our understanding of what was on offer were addressed and he had a full grasp of our requirements almost immediately,first and foremost he inspired confidence with his advice and product knowledge." Mr J. D "Is not pushy or tries to oversell but sets out options in a clear and understandable way. Works hard to ensure the products offered align with what I need/provide best value." Mr K. B "Antony is easy to talk to, acts with integrity and works efficiently." Mrs S. P "Very attentive, patient and gives a first class personal service. He answers questions clearly concisely and quickly and explains any issues in a straightforward way." Mr A. D "Antony advises very honestly and actions plans promptly once agreed." Mrs F. T

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Our Advisers
Antony Key  (Founder and Owner)
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Antony has over 30 years experience in financial services and has a passion for helping his clients achieve their goals. Many of his clients have been with him for over two decades and now also include second generation family members. "The client/adviser relationship is paramount to successful outcomes and is prioritised by me together with a first class service."  In his spare time he enjoys most sports and is a keen golfer and skier.

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Our Services

Expertise, Empathy, Integrity

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Data Collection

Our clients are our number one priority, and our services prove just how committed we are to their success. We will assess your current circumstances against where you would like to be. Book an introductory telephone consultation today to learn more about how we can make your goals achievable.

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Asset Allocation Recommendation

Whether you are looking for income or growth we establish your risk profile using the latest industry technologies to enable us to build a suitable portfolio using a diversified asset allocation.

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Financial Status Evaluation

Our services are customised to meet the specific needs of each client. We work collaboratively throughout the entire process and guarantee measurable results. Whether you are looking to take early retirement, save tax efficiently, grow your investments or boost your income we can help.

Some of the areas we advise on are;

 

  • Pensions (company & personal)

  • Flexible Drawdown & Annuities

  • Individual Savings Accounts (ISAs)

  • Onshore & Offshore Investment Bonds

  • Collective Investment accounts

  • Life Assurance

  • Trusts

  • Cashflow forecasting

Contact us to find out how we can assist today.

Service Excellence

Truly Top-Notch

We believe our commitment to our clients is second to none and our service standards exceed that of our competitiors. Your adviser will be accessible to you throughout the entire process.

Tel: 01625 428791

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