18th September 2017

Arena Investment Management Ltd

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

We put your Financial Planning goals at the heart of what we do, to help you make truly informed decisions.

We can advise you on

Mortgages
- Equity release
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Corporate pension
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Taxation planning

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

Meet our advisers

Stephen Penrose

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Pauline Wilkinson

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Howard Stopforth

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Gary Wilde

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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 the right investment for the right individual, we excel our client’s expectations and are focused professionals, delivering quality results for our clients.

Our firm has decades of experience behind its ethos and principles. Stephen Penrose, our managing director bought the company in 1995 and has developed the firm himself into the business it is today.

As 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

Our services

When we say our service is first class, we mean it. At Arena we charge for the service we provide, not for the products we sell. We agree service levels with our clients so our work is transparent. When we say our service is first class, we mean it, it’s one of the main reasons why clients stay with us.

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

We can advise you on

Mortgages
- Equity release
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Corporate pension
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

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

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