18th September 2017

Arena Investment Management

Independent Financial Adviser 71A Liverpool Old Road, Walmer Bridge, Lancashire, Preston, PR4 5QE

Our professional advisors will ensure that you come out of your meeting with clear and defined objectives.

We can advise you on

Investments
- Ethical investments
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Auto enrolment
- Sipps

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Stephen Penrose

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

Where to find us

About us

Welcome To Arena

At Arena Investment Management, we can provide you with assistance in all aspects of financial planning. Perhaps your requirements lie in protecting your family, investing for your future or preserving your wealth for future generations.

As truly independent advisors we are committed to our clients 100% and are free from external control and constraint. we are not influenced by any decision but our own.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Investments
- Ethical investments
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Auto enrolment
- Sipps

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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