Established in 1995, we provide a professional independent financial advice service for individuals, families and companies.
As Independent Financial Advisers we can advise on a range of financial situations and products including: investments (National Savings, ISAs, Bonds, Unit Trusts & Deposit Accounts), pensions (personal, company and annuities) and protection (life assurance, critical illness & income protection).
We can offer advice on estate planning including: Inheritance Tax Planning, Trusts & Long Term Care. We aim to offer a comprehensive service, complimented by our links with other professionals such as Solicitors and Accountants.
Clients can be confident that they will receive independent advice on a fee or commission basis, at our offices, in their own home or place of work if preferred.
Please do not hesitate to contact us for more information, the details are shown below.
Steven Blanthorn-Hazell DipFA MIFS
Marilyn Galpin MA (Ed) DipPFS
Authorised and Regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate Taxation and Trust advice, National Savings Products and Deposit Accounts.
Registered in England no. 4188053.
Registered office: Suites 5&6, The Printworks, Hey Road, Barrow, Clitheroe, BB7 9WB
We are entered on the FCA register No 209450 http://www.fca.org.uk/register
FCA consumer website: http://www.fca.org.uk/consumers