PrudentFPA
Financial Services in Lancaster, Lancashire
PrudentFPA's goal is to work with you to develop a relationship through sound professional financial advice backed up with superb service and support. We see this as a partnership with a common aim of helping you reach a secure and successful future. We believe our approach is different to that of other advisers. We look at the entire picture taking all kinds of your financial arrangements into account and considering how decisions made today may affect you in the future. It is important to identify and try to protect against obstacles which could knock you from this path.
Contact Details
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PrudentFPA
read moreOur personal financial advice service, based in the heart of Lancaster, gives you the understanding and confidence you need to be comfortable with every decision. The advice and guidance provided by James Booth at Prudent Financial Planning has enabled us to make a smooth transition from selling our business, managing our retirement and improving our investments for the future. We have already recommended his services to other friends and know they too v. The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
About Us
read moreIf you're simply looking for a financial adviser to sell you a few products and then never be seen again, we're probably not the right people to speak to. But if you're looking for a company who cares about your future and wants to help you get where you're going, we'd love to hear from you.
Advice and services
read moreWe specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. For full details of the range of products and services that are available to you, view our 'Wheel of Services'. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up.