After 10 years at the Old Stables on Bulk Street we moved offices at the beginning of August 2016 and are now located on the 3rd Floor at Rosemary House North Road Lancaster LA1 1LU. The phone numbers are staying the same but the email address is changing to email@example.com, Please go to the “contact us” page for the full location details.
The company has two directors, husband and wife Duncan and Tracey Hall who formed the company in March 1998. Tracey takes care of the day to day running of the office in her role as Office Manager and Duncan is the level 4 diploma qualified Independent Financial Adviser within the company who has over thirty years experience within the Financial Services Industry:
- (1984-1986) Financial Adviser with Wesleyan & General Assurance Society
- (1986-1995) Financial Adviser with Prudential Assurance Company Limited.
- (1995-1998) Independent Financial Adviser with Bradford & Bingley Building Society.
Planning With Us
We provide advice and planning services for people who want to make the most of their finances. We are independent, which means we work for our client’s interests, not those of a bank or insurance company. Once we have understood your aims, aspirations and concerns, we can help you make your money work for you.
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. Thats where we can help. We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?
Life and Income Protection
Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.
In simple terms, we’ll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.
Savings and Investments
We’ll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.