Having decided 8 years ago to use primarily True Potential's award winning technology, platform and products, we also retain access to the whole of the market, which we feel provides us with a huge range of investment and pension choices for us to consider when making recommendations.
We are passionate about building long-term relationships with all our clients. Trust and integrity are our core values. We are committed to providing a face to face service that can meet all of your financial planning needs, whether you are looking to grow and manage your wealth or want to preserve and safeguard your assets in retirement. All delivered in a clear and jargon-free manner.
We offer specialist pension advice, both pre and post retirement including transfers of final salary/defined benefit company pensions.
We believe the key to being good adviser's is not just about having a high level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. Priding ourselves on being able to cut through the jargon usually associated with Financial Services by being able to offer easy to understand, clear and transparant advice.
We provide financial advice in a simple and straightforward manner. To us it's about giving the right advice, to the right people at the right time and then continuing to work with people as their situation and needs evolve. We take the time to understand you, your current situation and what you need or are looking to achieve by working with a Financial Adviser. We then simplify the complexities of financial planning and agree a financial goal which can be monitored easily using the award winning True Potential platform and technology.
14 Buckingham Road, Ansdell, Lytham St Annes, PR4 0AH
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