Arena Investment Management Limited

Independent Financial Adviser 71 Liverpool Old Road, Walmer Bridge, Preston, Lancs, PR4 5QE
FCA verified
9th December 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Stockbroking services
Meet our advisers
Howard Stopforth DipPFS,Cert CII(MP)
Independent Financial Adviser
Pauline Wilkinson
Independent Financial Adviser
Stephen James Penrose
Managing Director
Where to find us

71 Liverpool Old Road, Walmer Bridge, Preston, Lancs, PR4 5QE

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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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