Suitable Financial Advice

We are Independent Financial and Mortgage Advisers specialising in advising clients in Lancashire and surrounding areas. Our objective is to offer a help and assistance to customers who required Specialist Pension, Investment or Mortgage advice. All our Financial Advisers are fully qualified to Dipolma Financial Planner (DipPFS) status and our mortgage professionals each hold the Certificate in Mortgage Advice & Practice (CeMAP) or equivalent as a bare minimum.

We also have a programme of Continuous Professional Development to ensure our practices are always up to date with Financial Conduct Authority standards.