About the Business
We are a privately owned independent financial planning practice based in Kirkham, Lancashire that is both committed to and passionate about providing professional advice to our clients with the aim of them achieving financial independence.
From years of experience we know that many people acquire a variety of investments or other financial products over time and in many cases not only do they do not understand what they have but more importantly have no clear vision as to how these products will assist in achieving their personal and financial objectives. In other words, they do not have a financial plan.
In our opinion financial planning has little to do with the sale of products, or choosing this years best performing fund but is rather a long term strategy intended to help a client realise their personal ambitions by achieving financial independence.
Location & Hours
33 Poulton Street
