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Capricorn Park, Blakewater Road,
We have many years experience in providing truly independent financial advice for businesses & individuals. Formed in Nov 2006 we have gone from strength to strength and have attracted numerous new clients with over £15m of funds currently under management. Most of our clients have been referred to us by Accountants & Lawyers many of whom choose us for their personal financial planning needs.Our aim is to become the most respected & recogniseable financial services brand in the area.
Trade Bodies / AssociationsDirectly authorised and regulated by the Financial Services Authority Member of East Lancashire Chamber of Commerce Member of Blackburn Chamber of Trade Member of Hyndburn Chamber of Trade Federation of Small Businesses No Suits Entrepreneur Network Networking Professionals UK Lancashire Business View Lancashire Networking Group
Any Specialist Products or Services?Bespoke pension solutions via Ashton Hoyle Trustees Ltd and our cost effective SIPP. Occupational Pension Transfer service Pensions & Divorce advice Trustee Investment service Pre/Post Retirement Planning advice We also offer clients access to our structured investment portfolios - proven to generate performance with below average volatility. We are very well connected throughout the investment industry and are therefore able to offer many unique investment opportunities.