From our office in Accrington we ensure the advice you receive is impartial, and our continuous monitoring and research of the financial services markets enable us to recommend the most appropriate solutions to your financial needs. Our mission is to deliver clarity in financial advice and a clear life plan for our clients.
We have a wide experience of the financial services industry and we currently advise small companies and private individuals on pensions, annuities and retirement options, employee benefits, investments, mortgages, commercial mortgages, equity release and financial and insurance matters.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We work closely with other professionals such as accountants and solicitors, business transfer agents and general insurance brokers to deliver a seamless advice service.
We have access to specialist research & support services covering the UK and overseas markets.
Within our practice we have advisers specialising in different areas of financial planning allowing us to offer a comprehensive service.