Menu
Home    Client Testimonials

Testimonials

Mr & Mrs R - Bamber bridge

We just wanted to say thank you both, as we were quite apprehensive about seeing a financial adviser. However we did not have to worry  as Sue, you were so pleasant with

Read More

GW - Preston

Despite a 40 year background in financial services I found Greg's help and expertise in reviewing my own affairs to be invaluable. I have also recommended others over the

Read More

AC - Principal Accommodation and Facilities Manager at Lancashire County Council

I have known Greg since school and have met socially when out and about. Some time ago I spoke to Greg about a number of financial issues. After our meeting, which took l

Read More

F H & E R - Garstang

We just wanted to thank you for helping us achieve our dream. We'll recommend your services to any of our friends who need financial expertise and will be in touch again

JP - Wigan

Just a line to say thankyou for the help and advice that you gave me, and the unexpected cheque for £100. All the best.

Pages

Our Areas of Expertise

Retirement Planning
/content/retirement-planning-0
retirement-planning-from-derbyshirebooth
Realise your retirement goals and work them into a viable financial future.
Wealth Management
/content/wealth-management-0
introduction-to-wealth-management
Build your wealth and protect your assets from taxation and other risks.
Pensions
/content/pensions-8
introduction-to-pensions
From forecasts to annuities, secure your retirement with our pensions advice.
Life Assurance
/content/life-assurance-8
introduction-to-life-assurance
Provide for your dependants after you’re gone with a Life Assurance scheme.
Equity Release
/content/equity-release-3
introduction-to-equity-release
Find a suitable advisor to help you raise funds using the value of your home.
Financial Planning
/content/financial-planning-7
introduction-to-financial-planning
Get all the information you need to secure your financial future.
Investments
/content/investments-2
introduction-to-savings-and-investments
Put your money to work with professional advice from an investment expert.
Taxation
/content/taxation-6
introduction-to-taxation
Get to grips with your taxes and discover how to minimise your payments.

Request a Call Back

Currencies

Value Move %
GBP/EUR
1.1194 +0.0056 +0.5028%
GBP/NOK
10.4392 -0.0018 -0.0172%
GBP/SEK
10.7286 +0.0243 +0.2270%
GBP/USD
1.3009 +0.0016 +0.1216%

Stocks

Value Move %
FTSE 100
7452.91 -34.96 -0.47%
FTSE 250
17256.76 +133.35 +0.78%
FTSE 350
4117.34 -16.90 -0.41%
FTSE All Shares
3863.35 -34.14 -0.88%
Dow Jones
0 -100%
Nasdaq
6387.7539