It is our aim to ensure that you have the best possible experience when planning your financial future.

Our first meeting is usually at our expense and without obligation to you, or us, and so you may be comfortable approaching us for an initial discussion. The purpose is to establish, on a risk free basis, if we can work together. We usually meet clients at one of our offices, however, we recognise this may not always be practical and so individual arrangements can be made.

We are independent and are able to offer tailored solutions from the whole market, not just a narrow selection.

Based in the North West of England we now provide services to clients across the whole UK, many of whom have relocated due to career opportunities and retirement - so if you are not based in the north, but like our straight forward manner, please do contact us – we’d love to help.

Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning. We trust these are helpful to you and welcome any feedback you wish to offer.

We look forward to meeting you, discussing your requirements and welcoming you as our client.

Stephen Milligan
Managing Director