We are a firm of Chartered Financial Planners established in 2006, based on a wide range of experience and specialism spanning almost 25 years.
We are passionate about providing creative solutions for our clients based on their individual needs and objectives and our simple philosophy is to:-
PROTECT – what you already have
SAVE – for the short-term
INVEST – for the long-term
We are specialists in 'at retirement' and 'later life' planning and at our best dealing with older clients.
Money can be an uncomfortable and delicate subject to a lot of people and we understand that it can take time to build trust with an adviser. We are therefore happy to work at a pace you feel comfortable with and explain technical issues in simple terms so you so that you can make informed decisions.
We don't insist that you have a minimum amount of wealth to use our service as all people need access to advice.
10 Chapel Lane, Longton, PRESTON, PR4 5EB
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