We're a family firm, founded by Brian and Christine Harrison, to provide independent financial advice to individuals and businesses across South Lakeland and beyond. Our clients come from all walks of life, and all stages of life. In many instances, we've worked with 3 generations of the same family. While we started to support the South Lakeland area, we now have clients all over the country. Choosing to join her Mum and Dad in the family business in 2002, Michelle has many years of experience in helping people with their money. As Fellow of the Personal Finance Society, Michelle has achieved an accolade held by less than 10% of the financial services industry. She chose to return to her home town and offers clients a powerful combination of experience and qualification. With a love of lakes and labradors, her free time is far less business suit and more wetsuit or walking boots.
Financial language can be daunting and hard work to decipher. But it doesn't have to be that way. We're a family run business and we're well known for our friendly and straightforward approach to money. We offer sensible planning and advice that takes everything that's going on in your life into account. Our goal is to make sure you have all the information and help you need to deal with what's happening now and to take you where you want to go in the future.
