About the Business
After many years of helping individuals with financial advice, we had clients who were very happy with our planning and service, but they were less than happy with the investment returns they were receiving. We set out to change this. For many years the banks and insurance companies had made fortunes because they had all of the power and all of the knowledge. They appeared to make more profit for themselves than we did from our own pensions, investments and savings. In return for their high charges they offered poor service through call centres and weak investment returns.
There was mass dissatisfaction amongst both customers and the financial regulators. We shared this dissatisfaction and so gradually our new business proposition emerged. By 2005 the perfect storm was forming, which was about to blow away the Goliath companies. Individuals were seeking full-time, on-going financial advice and management of their life-savings. Just buy and hold for 20 years+ was a lie.
Location & Hours
Chorley New Road
