Independent Financial Adviser
7 St Edwards Chase, Preston, PR2 3BF
First meeting at adviser's own cost
At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
Stephen came recommended to us by some friends of ours. At our 1st meeting we discussed our financial position an our plans for the future. Following this we received the minutes and an agenda. I was super impressed with the level of detail that Stephen had obviously taken away with him from the 1st meeting. Stephen provided us with lots of data, forecasts, cash flows etc for us to use to help consider our options. We have signed up with Flying Colours and look forward to working with Stephen who is a lovely family man whom we felt at ease with from the start
John & Julie Harrison, Preston
An Independent Financial Advice & Planning business working closely with our clients to transition them from early adult life, through to retirement and beyond. We maintain a healthy productive relationship with all of our clients and believe we have revolutionised financial services leaving the old fashioned advice firms of old in our wake.
There has never been nor will there ever be any overly complicated jargon in our sessions. Our initial (Discovery) module explores you and your plans, following which we break off and come back in 7 days and share our observations on how to improve your financial situation - before we agree any next steps - no pressure and no expectations along the way.
Where to find us
Head office address: 7 St Edwards Chase, Fulwood,, Preston, Preston, LS17 6JW
We are a friendly independent financial adviser in the North West of England and we specialise in retirement, investments and protection planning.
Please feel free to get in contact for a free initial review.
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