Personal
Independent Financial Advisors
Our independent financial advisors aim to give you advice to enable you to make well-informed decisions to make the most of your money.
We are still available and booking appointments over telephone and video conference
Financial Services
We provide Financial Services in the following areas:
When it comes to dealing with finances, we could all benefit from some help in order to manage our money more effectively. Our aim is to give you independent advice that will enable you to make well-informed decisions to make the most of your money. We have the time and experience to be able to offer you a whole range of advice.
Being totally independent means we are able to search through the entire range of options that are available, in order to recommend the product which is most appropriate for you.
With first-rate technical facilities and expert knowledge of the complexities surrounding the financial sector, we are perfectly suited to handle any enquiry that you may have.
The value of certain investments can go down as well as up and you may not get back the amount you invested. Written details on request.
Contact Us
Get in touch to see how our experts could help you.
Contacting Us
Monday to Friday:
09:00 to 17:00
Saturday and Sunday:
Closed
FAQs
What do you advise on?
We give independent advice on investments, pensions, savings and various protection plans ie, life cover, income protection.
What does independent mean?
We are not tied to any particular product provider. Therefore we can offer products from any company ensuring that the recommended product is the best available for you on the market.
How much do you charge?
We will charge a percentage of the amount invested, or an hourly fee. Your options will be discussed at our initial meeting.
For some products we may receive commission from the product provider. This will be used to offset your fees.
Where can I see you?
We are based at the Preston office. However we can arrange to see you at any of our other branches, or even a home visit if you prefer.
Will my products be reviewed regularly?
We will review your products as regularly as you wish. The frequency will be agreed at our initial meeting.
Need more help?
Get in touch to see how our experts could help you.
Our dedicated Financial Services team
Preston
01772 220022
Annette Heyes
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Contact Us
If you have a general enquiry then please fill in your details and someone will contact you.
Contacting Us
Monday to Friday: 09:00 to 17:00
Saturday and Sunday: Closed
