About Us

About Braemar Wealth Management (NW) Limited.
We are an Independent Financial Adviser (IFA) based in Altrincham, Cheshire with two key principals, James Boyle and David Fletcher. Having qualified as an IFA in 1986, James founded the company in 2005 and expansion followed in August 2006 with the appointment of David Fletcher.

James Boyle’s 20 plus years of experience as an IFA plus his numerous certified financial services qualifications covering financial planning, taxation, trusts, mortgages, equity release and lifetime mortgages have placed him in a unique position to advise families, particularly in relation to inheritance tax.

David Fletcher became fully chartered in 2009 enabling him to offer chartered financial planning as well as advice on mortgages and specialist pension transfers. He’s also a qualified chartered accountant.

What we do
We provide financial advice in a number of key areas:

    Pensions and Annuities
    Personal Protection - Including Income protection insurance, Life assurance, Critical illness cover, Mortgage payment protection insurance, Personal accident and sickness insurance, Long term care insurance and Private medical insurance.
    Business Protection - Including Key person insurance, Stakeholder protection, Life assurance, Relevant life plans, Loan protection insurance and Private medical insurance.
    Savings and Investments
    Inheritance Tax
    Tax Planning
    Mortgages
    Equity Release

Why we’re different
We’re a small, family run firm and as such you will only be dealing with the business owners, James and David. Our main objectives are continuity of advice and to establish long term beneficial relationships with our clients.

If you’d like to meet with us and take advantage of our FREE financial review, please contact us to arrange an appointment.

Why independent is best
Good quality financial planning is worth its weight in gold.

Many financial advisers work directly for financial institutions and can only recommend products or services from a restricted range of companies. They can therefore be guilty of making your requirements fit with one of their limited range of products or services instead of choosing the very best product or service available to you.

We are wholly independent which means we’re not limited to any one bank, investment house or insurance company and recognise that all of our clients have differing and precise requirements that need an individually tailored solution.

We work with you to get to know you and to understand your situation before searching the whole of the market for the product or service we believe best meets your needs.

And what’s more, we always act in your best interests.