Mr Steven Henry BA (Hons) DipPFS Cert CII (MP) CeRGI
Mr Steve Czapowski DipPFS, Cert CII
Lisa Estill DipPFS, CeMAP, Advanced Financial Planning Certificate
The firm is based in the Ribble Valley and offers straightforward, high-quality financial advice, combined with a friendly approach, to both individuals and businesses.
Being independent means we can remain completely objective and impartial as we are free to research, compare and recommend the most appropriate solutions for our clients' needs from the whole of the UK financial services marketplace.
We specialize in retirement & pension planning, investments & savings, financial protection and mortgages, and we work closely with highly reputable professional partners who are able to provide will writing and estate planning & inheritance services. Our highly qualified and experienced team cover much of the North West, and we do not restrict our services to any particular region.
Where to find us
Head office address: The Printworks, Enterprise Park, Hey Rd, Barrow, Clitheroe, BB7 9WB
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