POWERING MOMENTS
Wealth Management in Lancashire
I specialise in working with business owners and high net worth individuals and have also worked with a number of sports professionals over the years.
My aim is to provide a highly professional service, working with my clients over the long term to provide a financial plan specifically tailored to their personal goals, taking into account their existing portfolio and overall appetite for risk.
My Approach
Our team are ready to help, you can call direct on 01704 620669 or 07769 336 375.
Alternatively please fill in the contact form and we’ll be in touch.
Contact Us