Arena Investment Management Ltd

Independent Financial Adviser  71 Liverpool Old Road, Little hoole, Lancashire, PR4 5QE
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FCA authorised
Last authorised 28th September 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Gary Wilde
Independent Financial Adviser
Howard Stopforth
Independent Financial Adviser
Pauline Wilkinson
Independent Financial Adviser
Stephen Penrose
Director
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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