Established in 1979, we are an award winning firm of Chartered Financial Planners, based in Preston, offering independent financial advice to individuals and businesses throughout Preston, the Ribble Valley, the Fylde Coast and the Lake District. Our experienced and highly qualified team of five financial planners will take the time to understand your financial aspirations and provide you with the highest level of unbiased, independent advice. We take a personalised and holistic view of your finances, working with you to develop a plan that is reviewed and adapted as your circumstances change. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to source the best solutions for our clients. We work in partnership with our clients to meet their financial aspirations and recognise the importance of providing long-term, on-going advice. As part of a rounded approach to financial planning we regularly liaise with our clients’ other professional advisers; Solicitors regarding matters such as wills, estate planning and trusts and Accountants regarding tax planning matters. This ensures that we provide a comprehensive service and achieve an outcome which best meets our clients’ requirements.