About Us

We are proud to work with loyal and long-established clients - in many cases providing advice to different generations of the same family. The fact that the majority of new client introductions are 'word of mouth' recommendations from existing clients, is a testament to our emphasis on top quality service and treating our customers fairly.

All new clients benefit from a no obligation brief 45 minuite initial consultation which, if more convenient, can take place at our Preston office.  Following this fee free initial conversation any further work that we do, we charge an 'adviser fee' - an amount that would be agreed with you beforehand - and clients have the option of paying this separately, or the fee can in many some pension realted scenarios can paid by way of a deduction from the pension itself - new or old.

There is a popular misconception that only wealthy people employ the services of a financial planner but, from our many years experience, this is simply not the case.  It is true that many adviser firms are solely targeting wealthy individuals, and charge fees that reflect this. However, we firmly believe there will always be a place for a small, independent firm like ourselves, providing quality advice to the general public and at a cost we consider to be very reasonable when compared to other firms.