Kingfisher Business Centre, Burnley Road, Rawtenstall, Rossendale, Lancashire, BB4 8EQMake an enquiry
We are a family-run financial planning firm based in Rossendale, Lancashire. Combined, our Financial Planners, Gary and Stuart, have nearly 40 years’ experience in financial services. The majority of this time has been spent working with people who are approaching retirement or retiring now, creating strategic financial plans that work as step-by-step guides to making their goals a reality. We specialise in working with: • People who are thinking about retirement and want to plan for a fulfilling future lifestyle. They are usually in their 50s and either want to retire early or understand their expected retirement income. • People who are hoping to retire now and begin the next chapter of life. They are usually in their late 50s or early sixties and are ready to retire but want clarification on their financial situation. • People who are considering a Final Salary pension transfer and are looking for expert advice. They are ideally looking for more income for retirement but want to understand the options available.
There are many things which separate us from other firms, including:
• We’re Final Salary & Defined Benefit pension specialists: We have nearly 40 years’ combined experience in the profession.
• We’re retirement specialists: Our years of experience in working with people who have specific retirement-related problems and goals have meant we have developed an in-depth knowledge of how to solve them.
• We’re a friendly, family firm: Brothers as well as business partners, Gary and Stuart are friendly and personable. We won’t advise you to do anything that we wouldn’t recommend to our own family member.
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