Business Details
Your Trusted Independent Financial Advisers in Preston
We are Independent Financial Advisers dedicated to providing unbiased financial guidance. Unlike tied advisers, we operate independently, offering tailored solutions to individuals and businesses. Our team in Preston combines nearly a century of collective experience, prioritising client needs through transparent communication and long-term relationships. We collaborate with local solicitors and accountants to deliver holistic financial strategies.Client loyalty remains central to our practice, with referrals forming a significant portion of our clientele. Our commitment to excellence is reflected in our FCA authorisation and consistent client satisfaction scores across service delivery, communication, and advice quality.
Services
Financial Planning
Pension Advice
Protection Planning
Investment Management
Tax Efficiency Strategies
Highlights and features
- We are FCA-authorised independent financial advisers
- Our team has nearly 100 years of combined experience
- Clients consistently rate our service quality as 'better than expected'
- We collaborate with local professionals for holistic financial solutions
- We maintain long-term client relationships with 80% referrals
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Trustworthy advice
Professional yet caring
Top class service
Highly recommended
Services
Financial Planning
We create comprehensive financial plans tailored to individual goals and circumstances. Our approach considers all aspects of personal finance, including investments, pensions, and tax efficiency. With nearly a century of combined experience, we help clients make informed decisions about their financial future through regular reviews and ongoing support.
Pension Advice
Our specialists provide guidance on pension arrangements and retirement planning. We help clients understand their options, optimise contributions, and ensure their retirement plans align with their overall financial objectives. This includes advice on workplace pensions, personal pensions, and self-invested personal pensions (SIPPs) while considering tax implications and regulatory requirements.
Protection Planning
We assess clients' protection needs to safeguard against financial risks. Our advice covers life insurance, critical illness cover, and income protection policies. We help clients understand different policy types, determine appropriate coverage levels, and ensure their protection strategies integrate with their broader financial plans for comprehensive risk management.
People
Ian Trafford
Director
With over 30 years' experience, Ian specialises in investment management and retirement planning. He maintains long-term client relationships, focusing on transparent communication and tailored financial solutions. Clients praise his market knowledge and client-centred approach.
Martin Houghton
Director
Martin leads client relationships with a professional yet approachable style. He prioritises clients' best interests, offering clear explanations without financial jargon. Professional connections highlight his integrity and collaborative approach in financial planning.
William
Financial Planner
Will combines professional expertise with a friendly manner, specialising in making complex financial concepts accessible. He provides prompt responses and focuses on stress-free financial planning, earning consistent client satisfaction for his approachable service style.
Questions
What financial services do you offer?
We provide comprehensive financial planning, pension advice, protection planning, investment management, and tax efficiency strategies tailored to individual client needs.
How are you different from other financial advisers?
As FCA-authorised independent advisers with nearly 100 years combined experience, we offer unbiased advice without ties to specific providers, focusing on long-term client relationships and holistic solutions.
How do you work with clients?
We begin with detailed consultations to understand financial goals, then create tailored plans with regular reviews. Our process includes clear explanations, ongoing support, and collaboration with other professionals when needed.
Which areas do you serve?
While based in Preston, we serve clients across Lancashire and the North West including Leyland, Bolton, Blackburn, Warrington, and Manchester.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority and appear on the Financial Services Register under reference 481315.
