Financial advice made easy
Simple is beautiful. You want straight-forward advice with immediate results. Speak with Breaks Wealth Management today
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.
“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.
Paul Breaks
Director & Financial Advisor
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.
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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.
Christian Pepper
Group Director
Christian is the founder of The Financial Options Group and has more than 25 years’ experience in financial services. Dedicated to delivering only the best service to each and every client, Christian has helped thousands achieve their financial goals and aspirations. In addition to helping companies and individuals create strategies for building significant wealth, he has also, through robust property investment, built a number of multi-million pound portfolios.
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Christian enjoys both socialising with friends and keeping fit; he is also an
avid golfer
Sarah Kendall
Group Operations Director
Possessing extensive experience in financial advice, Sarah is responsible for business strategy and management in her dual role as Group Operations Director and Financial Adviser. Multi-tasking is second nature for Sarah, who builds business
efficiency and advises clients in all areas of financial planning; she assists individual
and corporate clients alike.
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Spending time with her little boy Toby, walking their dog Murphy up Holcombe Hill
and socialising and shopping with friends are Sarah’s favourite pastimes.
Testimonials
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.
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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.
Get in touch
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Stoneholme. 42 High Street
Walshaw, Bury, Lancashire BL8 3AN
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t : 0161 764 9944
f : 0161 764 9955
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
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
Email: QFPcomplaints@quilter.com
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/
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)