Our aim is to not only help you get the best possible outcome but to also keep you informed and build a truly productive working relationship. We offer a personal and friendly service for clients seeking financial advice which is independent, jargon free and provides true value. As a company we believe it’s important to be approachable and take pride in providing a quality service built upon trust, integrity and value. In order to deliver this we use the latest and most comprehensive technology, combined with our vast knowledge and experience. We are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority and can be found on the FCA register, number 624550. We have accumulated over 50 years of collective experience and take pride in the expertise of our highly qualified staff. From our personal service and strong reputation for quality advice we have been able to build a financially secure business that has grown through recommendations and referrals from both highly satisfied clients and professional connections. The majority of our clients are from Lancaster, Morecambe and surrounding areas however we have a large number based in London and across the UK from word of mouth.
