Independent advice. A more confident future.Altrincham 0161 832 8800South Warrington 01925 596 345
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LOCAL ROOTS. A PERSONAL FINANCIAL PLAN.

Independent financial advice
in Altrincham.

Retirement, your business, the next generation. We help you bring the decisions that matter into one clear financial plan, from our office at Market Court.

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WAYNE AUSTIN IFA · ESTABLISHED 2006

A local team.
Advice built around you.

Choosing a financial adviser is a personal decision. You want someone who will listen, explain your options clearly and understand what your money needs to do for you.

At Wayne Austin IFA, we help individuals, families and business owners in Altrincham and across Cheshire. We look at your finances as a whole, connecting your pensions, savings, investments and future income needs with the life you want to lead.

Established in 2006, our firm brings together decades of experience. Our founder, Wayne Austin, has been providing financial advice since 1991. Adam Norris joined the firm in 2011 and became a director in 2018. Meet the people behind your plan →

HOW WE CAN HELP

Advice for the decisions ahead.

Retirement planning and pension advice

Understand when you could afford to retire and how your pensions, savings and investments could support your life ahead. We research your existing arrangements and explore different retirement-income possibilities with you.

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Financial planning for business owners

Bring your personal finances and business ambitions together. We help you plan for retirement, build personal wealth alongside your business and consider what stepping back or a future sale could mean for you.

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Estate and inheritance tax planning

Consider how to support your family and pass on wealth while protecting your own future income needs. We explore the affordability of gifts and your potential inheritance tax position, working alongside your solicitor and accountant where appropriate.

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Investments can fall as well as rise in value, and you may get back less than you invest. Tax treatment depends on individual circumstances and may change. Tax planning is not regulated by the Financial Conduct Authority. Legal documents should be prepared by a suitably qualified legal professional.

WHAT WORKING TOGETHER LOOKS LIKE

Start with a conversation.

01 · YOUR PRIORITIES

We listen first.

Tell us what you are hoping to achieve, what concerns you and the questions you want answered. The initial conversation is free and without obligation.

02 · YOUR OPTIONS

We build a clearer picture.

If we agree to work together, we explain the scope and cost of our advice before you commit. We research your arrangements and explore possibilities through your financial plan.

03 · YOUR NEXT STEPS

A plan you understand.

We explain our recommendations and practical next steps. Where an ongoing service is agreed, we review your progress and adapt your plan as life changes.

VISIT OUR ALTRINCHAM OFFICE

Find us at Market Court.

Ground Floor, Market Court
20–24 Church Street
Altrincham
WA14 4DW

0161 832 8800
enquiries@wayneaustinifa.com

Monday–Thursday: 9am–5pm
Friday: 9am–4.30pm
Saturday and Sunday: closed

Please arrange an appointment before visiting. Parking is available at the office. Please let us know about any accessibility requirements when booking. If travelling by public transport, plan your journey to the office address using the map.

Prefer to meet remotely? We also offer Microsoft Teams and telephone appointments.

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YOUR QUESTIONS ANSWERED

Before we meet.

Where is your Altrincham office?

Our office is at Ground Floor, Market Court, 20–24 Church Street, Altrincham, WA14 4DW. Please arrange an appointment before visiting so we can set aside time for your conversation.

Can I meet an adviser in person?

Yes. We offer face-to-face appointments at our Altrincham office. Microsoft Teams and telephone meetings are also available if you prefer.

Do you provide independent financial advice?

Yes. We consider suitable solutions from across the market, with recommendations based on your circumstances, objectives and needs. Your financial plan guides the conversation.

What does the first conversation cost?

An initial conversation is free and without obligation. If you decide to explore working together, we explain the scope of our advice, the fees and any ongoing service before you commit.

Do I need to be close to retirement?

No. Planning ahead gives you time to understand your options. We also help people already retired, families planning for the future and business owners considering their next chapter.

What should I bring to an appointment?

Tell us what you would like to discuss when booking. We can then explain what information would be useful, such as an overview of your pensions, savings, income and goals. Please avoid sending sensitive financial details in an initial email.

Is parking available?

Yes. Parking is available at our Altrincham office. Please let us know about any accessibility requirements when booking so we can help you plan your visit.

WITHIN TEN YEARS OF RETIREMENT?

Your Retirement Ready call.

A free, no-obligation, 45-minute conversation on Microsoft Teams to discuss your retirement plans and questions. Find out what to expect and choose a Friday-morning appointment.

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