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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, in their own home home
or place of work if preferred.
Please do not hesitate to contact us for more
information, the details are shown below.
Directors:
Steven Blanthorn-Hazell Cert PFS
Marilyn Galpin MA (Ed) Cert PFS
Authorised and Regulated by the Financial Services
Authority
The Financial Services 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 FSA register No 209450
www.fsa.gov.uk/register
FSA’s consumer website “Money Made Clear”
www.moneymadeclear.fsa.gov.uk
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Pension
& Retirement Planning
