FCA verified
18th September 2017

Arena Investment Management Limited

Independent Financial Adviser 71 Liverpool Old Road, Walmer Bridge, Preston, Lancs, PR4 5QE
We charge for the service we provide, not for the products we sell. It's why our clients stay with us.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Stephen James Penrose
Managing Director
adviser-person
Pauline Wilkinson
Independent Financial Adviser
adviser-person
Howard Stopforth DipPFS,Cert CII(MP)
Independent Financial Adviser
Where to find us
About us

At Arena, we develop long lasting relationships with our clients and are here to advise and consult those clients appropriately. With a bespoke plan for the each client, we excel our client’s expectations and are focused professionals, delivering quality results for our clients.

Our approach establishes your specific goals and objectives that are individual to you. This enables us to draw up a financial plan focused on achieving those aims. We then review and refine this financial plan on a regular basis.

Arena Investment Management has roots back to 1919 and has always been a family owned business. Stephen Penrose, our managing director bought the company in 1995 and has developed the firm himself into the business it is today.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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