Welcome to our website and the home page of the Independent Financial Advisers..

The Practice was established in 1986 and has been independent since January 2000 and we therefore have many years of experience in assisting our clients. As Independent Advisers, we search the whole of the UK marketplace to source and recommend the solutions that we believe are most suitable and that fit in with your lifestyle and budget.

We offer advice on: -

• Personal Retirement Planning
• Investment & Savings
• ISA's OEIC's/Unit Trusts
• Personal Protection
• Schools Fees Planning
• Income Protection
• Taxation Planning
• Inheritance Tax Planning
• Private Medical Insurance

For companies we offer advice on: -

• Retirement Planning
• Stakeholder Pensions
• Company Pensions
• Income Protection
• Private Medical Insurance
• Partnership Protection
• Share Protection
• Keyperson Assurance

The best way to get appropriate independent advice is to meet us to discuss the issues that are important to you. Clearly we must properly understand your requirements, although you may be unsure of what you do need and want help to prioritise within a budget.

We offer a thorough review and honest appraisal of your situation and most important of all, an ongoing relationship with you into the future. Our first meeting is usually free and without obligation and we want to advise and assist you throughout your private and business life.

Have a look at the private and corporate client pages to see where we can help and then use the "contact us" page to receive a fast response. We hope to see you soon, wherever you are in the North of England. Our advisers cover Lancashire, Yorkshire and Cheshire, taking in Greater Manchester, Humberside and the whole of the M62 corridor.