Our Company

ABOUT US

We have a team of quality financial advisers with a combined experience in excess of 60 years. Since launching the firm in March 2003 and focussing on the over 50s sector we have built a very strong client base and currently hold £50million of client funds under review. All of our advisers have worked within National IFA firms and have gained specialist expertise with regards to dealing with the over 50s market.

OUR COMMITMENT

Our Commitment is to deliver what we believe is an outstanding financial and investment planning service. Our Head Office is located on “The High Street” in Standish, Wigan and we have advisers throughout Lancashire, Merseyside and Cumbria.

We believe in friendly and efficient professionalism, and where possible contact our clients by phone instead of sending unnecessary emails and letters. We want to hear from our clients regularly to understand their hopes, dreams and aspirations. We enjoy what we do for our clients, and take pleasure in helping them to achieve their goals. Our aim is to work as one with our clients to develop a financial plan that will continue to meet their needs as their circumstances change in the future.

OUR APPROACH

Our Approach to investment is built on academic research, not flavour of the month fund picks, fashion fads or the amount of commission payable. We build diversified portfolios, tailored to satisfy our client’s appetite for risk and reward, whilst minimising costs. The best results come from sensible diversification and risk management, at a reasonable cost. A further fundamental aspect to our beliefs is the need for regular, structured reviews to rebalance portfolios as they gradually drift away from agreed parameters.

OUR AIM

Our Aim is to be one of the leading independent financial advisers to the “over 50s” segment in the North West. We will put our clients first in all stages of our relationship and will strive to exceed their expectations at every opportunity. Through this approach, we will attract and maintain client relationships over the longer term for mutual benefit. Our clients, our team and our peers will hold us in the highest regard and recognise that we provide an exceptional and comprehensive financial planning service for private clients who are, or aspire to be, financially independent. Above all, we all enjoy our work and take great pleasure in helping our clients achieve their financial and lifetime goals.