11 Bela Avenue, Cumbria, Milnthorpe, LA7 7QT
Our aim is to help you to identify the most appropriate way for you to achieve your financial goals.
We discuss with you your needs and expectations, assess and agree with you your attitude to investment risk, and then build and oversee an investment portfolio to match your requirements.
We are able to offer advice on all aspects of personal financial planning including:-
Pension & Retirement Planning
Lump Sum Investment
Inheritance Tax Mitigation
As Independent Financial Advisers we are able to access the whole financial market to provide flexible and suitable solutions to meet our client`s needs, our objective is to plan for our clients` long term financial security.
With the level of experience and expertise within our firm, our advisers are able to provide help for individuals with differing circumstances, ages, resources and requirements.
We offer holistic, independent and bespoke advice to our clients.
We take our clients through a process where we look both to understand what their needs are and how best to structure their finances in order to achieve their requirements and financial goals.
We always ensure that our recommendations are personalised to individuals` particular circumstances.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.