We are a firm of Financial Advisers located in Penwortham, Preston. We advise both private and corporate clients on all financial matters anywhere in the UK.

We have been advising clients since 1987 and have a wealth of experience in all financial areas. We are directly authorised with the Financial Services Authority, we provide comprehensive financial advise in all aspects of financial planning. All our advisers are fully qualified and maintain a high degree of knowledge and skills, ensuring all clients receive the full benefit of our expertise and ongoing support.

When important decisions have to be made, nothing beats good quality independent advice, and a dedicated personal service. We will at all times ensure your best interests are covered by providing insurance, investment, pension, annuity and mortgage advice from the whole of the market. We provide information, carefully explain all your options and make life easier for you when you need to make decisions about your future. The majority of our clients have been referred from other satisfied clients.

A full financial review is always recommended to ensure that we get to know your circumstances well enough to provide the best advice possible. Sometimes looking at one aspect of your finances in isolation may not truly reflect the bigger picture.

We aim to help you to protect what is valuable to you and create a plan for building wealth over time. Creating wealth rarely happens without planning. By identifying your goals and priorities we can help you make real progress towards them.