wealth management services

Wealth Management Services in Preston

Taking the advice of an independent wealth manager  is all about making the assets you already have, and those you will accumulate in the future, work harder for you and give you the lifestyle you have worked to achieve.

Our wealth management service in Preston is meant to be there for you as and when you need it, because the best relationships are those that last. As part of the service, you will receive regular reviews to make sure the plans we make are still on track.

Our services include:

  • Investment Planning/Management
  • Self Invested Personal Pensions
  • Protection Planning (Business and Personal)
  • Estate Planning
  • Retirement Planning
  • Auto Enrolment

When you deal with us you’re dealing with an independent financial adviser based in the local Preston area, therefore we are able to recommend products from the whole market, not just a limited range of products. By not being tied to a bank, insurance company or any other financial institution, our business interests neither colour our judgement, nor influence the advice we provide to you.