Every stage of life

Financial Advice for Every Stage of Life

MacFarlaine and Brooks is a full-service IFA, with the experience and knowledge to make your finances work for you, whatever stage of life you’re in.

Just choose the life-stage you feel best fits your current situation

Advice for Life

A Bolton (North West) based IFA, MacFarlaine and Brooks offers a full-range of financial services products, available individually or as part of a bespoke package, including Mortgages, ISAs, Investments, Pensions, Insurance and more.

If you’re just looking to get advice regarding ONE of your financial products, then MacFarlaine and Brooks can help with that – we don’t pressure you into taking more on than you feel you can deal with, and sometimes individual aspects of your financial plan will need specific attention as a priority.

You can find more details on our individual services here.

But if you (like many other savers and spenders) are tired of dealing with seperate advisers for different aspects of your financial plan, you may be in a position to take advantage of more Holistic Financial Advice…

MacFarlaine and Brooks IFA

What is Holistic Financial Advice?

You may have seen the word “Holistic” crop up in other discourses, usually to do with medicine.

But in Financial Terms, it means an approach to personal finance that treats all your assets and liabilities as a whole.

It means that (where applicable), we view your finances together, all working towards a common goal set by you to ensure they work in harmony together.

If you think about it, you can pay more into your mortgage if you reduce your pension charges, and you can pay more into your savings account by ensuring you reduce the cost of your mortgage by being on the most suitable plan.

With finance, everything becomes interlinked when you consider that everything is either an incoming or outgoing payment, and its this type of advice that MacFarlaine and Brooks really excels at, backed up by a wealth of personal finance knowledge and experience, as well as the full-market access needed to make it happen.

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By entering your details into a contact form you agree that you are voluntarily providing your details to MacFarlaine and Brooks IFA Ltd through this website, and can now receive marketing materials by telephone and email. Personal information will be treated as confidential by us, and held in accordance with Data Protection Action 1998.

Making it happen

With competitive fees and our comparison services¬†FREE unless you actually make a change based on our advice, there’s nothing to stop you from getting a holistic review of your finances to help you achieve your short and long-term goals…

Just fill in this simple contact form to receive a FREE callback to discuss your Holistic Financial Comparison.

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