|
We are a Firm of Independent Financial Advisers, meaning
that we can advise on Pensions, Savings, Investments and Protection
policies from the Whole of the Market.
This applies both to new plans, and
to those already in existence, be they Investment Bonds, PEPs, ISAs,
Unit Trusts, OEICS, or the various forms of Pension and Annuity
arrangement We specialise in Investment and
Pension Planning, with particular regard to the local Agricultural
Community. It is here that our strong links with Armistead Barnett
Chartered Surveyors and Auctioneers are very valuable.
We also have good relations with
local firms of Solicitors and Accountants, and regularly work with
such Professionals to assist our Clients' Financial Planning
We work on either a Commission
or Fee-paying basis, and are happy to meet our Clients at the
office in Garstang, at their place of work, or in their home.
Please contact us for further information.
Dan Rear ACIB, FPC
|
Established
Local Company
