Business Details
12 Years
experience
Trusted Financial Advisers in Lancaster
At Bridges, we specialise in delivering tailored financial planning solutions grounded in over 100 years of combined industry experience. Our approach prioritises long-term client relationships, ensuring bespoke strategies that address individual financial goals across wealth building, growth, protection, and preservation. As an Appointed Representative of St. James's Place Wealth Management, we adhere to rigorous regulatory standards while maintaining a client-centric ethos. Our team of qualified professionals provides holistic advice on investment management, retirement planning, protection strategies, and corporate financial services. We are committed to transparency, ethical practices, and continuous client education, ensuring informed decision-making.Our partnership with St. James's Place grants access to award-winning products and resources, enhancing our ability to deliver comprehensive wealth management solutions. With a focus on personal accountability and adaptability, we support clients through evolving financial landscapes. Our registered office in Lancaster serves as a hub for local and regional clients, combining regional expertise with national regulatory compliance. We measure success through client satisfaction and the achievement of long-term financial objectives, reinforced by our dedication to professional development and industry best practices.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Management
Details
- Year established: 2014
Highlights and features
- We offer over 100 years of combined experience in financial planning.
- Our bespoke strategies prioritise long-term client relationships.
- We provide access to award-winning St. James's Place products.
- Our holistic approach addresses all aspects of wealth management.
- We maintain rigorous ethical and regulatory compliance standards.
Associations and certifications
- Financial Conduct Authority (FCA)
- St. James's Place Partnership
What people say
Personalised service
Expert knowledge
Long-term support
Transparent advice
Services
Investment Management
Our investment management service creates diversified portfolios aligned with risk tolerance and financial goals. We monitor market trends and adjust strategies to optimise returns while maintaining compliance with regulatory standards. Clients benefit from regular performance reviews and transparent reporting.
Retirement Planning
We design retirement plans that ensure financial security through tax-efficient savings and income projections. Our approach considers state pensions, private schemes, and inheritance objectives. Regular reviews adapt to legislative changes and personal circumstances, ensuring long-term viability.
Protection Planning
Our protection strategies safeguard against financial risks through life insurance, critical illness cover, and income protection. We assess individual needs to recommend cost-effective policies that provide security for dependants and maintain financial stability during unforeseen events.
Corporate Services
We offer tailored financial solutions for businesses, including succession planning, cashflow management, and employee benefits. Our corporate services ensure sustainable growth and regulatory compliance, supporting business owners through expansion, restructuring, and retirement transitions.
Mortgage Advice
Our mortgage advisory service compares competitive rates across lenders to secure optimal financing solutions. We guide clients through the application process, considering affordability, repayment structures, and long-term property investment strategies.
People
Ian Felton
Principal
Ian Felton established Bridges in 2014, leveraging extensive industry experience to lead client-focused financial planning. His expertise in wealth management drives strategic decision-making and partnership development.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial services, and mortgage advice.
Are you regulated by any official body?
Yes, we operate under St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
How do you tailor financial plans to individual needs?
We conduct comprehensive assessments of financial goals, risk tolerance, and personal circumstances to create bespoke strategies.
Can you assist with business financial planning?
Yes, we provide corporate services including succession planning, cashflow management, and employee benefits structuring.
What areas do you cover?
We primarily serve Lancaster and the North West England region, with nationwide partnership capabilities.
