Our Christmas opening hours are as follows:

Friday 21st December 2018: 8.00am – 14.30pm

Monday 24th December 2018: Closed

Tuesday 25th December 2018: Closed

Wednesday 26th December 2018: Closed

Thursday 27th December 2018: Closed

Friday 28th December 2018: Closed

Monday 31st December 2018: Closed

Tuesday 1st January 2019: Closed

Wednesday 2nd January 2019: 8.00am – 17:00pm (Normal office hours)

We would like to wish our clients a Merry Christmas and a Happy New Year.

Thank you for your continued support.

Summer Newsletter

Please find below a copy of our annual newsletter, which we hope you will find of interest.


Topics covered in this edition are:

  1. What does retirement planning mean for you?

How to manage your money and budget for the lifestyle you want to lead

  1. Inheritance tax – where are we now?

An update on IHT – many believe an overhaul is required

  1. Is it time to let the ‘dogs’ out?

Taking a look at the terminology ‘dog fund’ and why regular reviews are key

  1. Drawdown – a popular choice, but advice is essential

As more retirees select the option, here we focus on understanding the risks

  1. The rise of the part-time pensioner

Taking a look at the changing shape of retirement

  1. Protecting the elderly from financial abuse

With scammers on the increase, here we focus on how to protect your interests

  1. Paying for life when you reach 100

With an increased number of us needed daily care – how are we going to make ends meet?

  1. Dividend rise for shareholders

Shareholders have benefited as corporate profitability rises

Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us on 01772 825755.


Congratulations to Sophie Freeman-Myers on passing the RO1 UK Financial Services Regulation & Ethics exam yesterday!

This is part of the Diploma in Regulated Financial Planning and Sophie now only has one more exam to do to achieve the diploma.

Well done Sophie!

Apprenticeship – Trainee Financial Services Administrator

Due to expansion, we have the following vacancy available at our office based in Preston. If you feel you are suitable for the role listed below then please email your CV to or telephone us for further information on 01772 825755.



Apprenticeship – Trainee Financial Services Administrator

A position has arisen for an enthusiastic individual who would like a career in financial services.  We are looking for a bright, hardworking candidate who is able to adapt to change and is willing to learn and develop in the advertised role.

You will enrol on the Business Administration Level 3 Apprenticeship scheme provided by North Lancashire Training Group.

Initially to provide immediate support to our existing team, providing suitable progress is made their responsibilities will include producing quotations, submitting applications, dealing with providers, dealing with clients and general administration duties.

Key Skills:

  • Excellent written and verbal communication
  • PC literate with experience of using Word, Excel etc.
  • Good time management skills
  • An interest in the financial planning process
  • Willing to learn and develop in the advertised role
  • GCSE or equivalent in English and Maths (A-C)

Salary: £122.50 per week (£3.50 per hour)

Contract: Full Time

Hours: Monday – Friday (35 hours per week)

Christmas Opening Hours


Our Christmas opening hours are as follows:

Friday 22nd December 2017: 8.30am – 14.30pm

Monday 25th December 2017: Closed

Tuesday 26th December 2017: Closed

Wednesday 27th December 2017: Closed

Thursday 28th December 2017: Closed

Friday 29th December 2017: Closed

Monday 1st January 2018: Closed

Tuesday 2nd January 2018: 8.30am – 17:00pm (Normal office hours)

We would like to wish our clients a Merry Christmas and a Happy New Year.

Thank you for your continued support.

Exam Success

Congratulations to our Director Ian Trafford who received his exam results last Friday and has passed the AF7 Pension Transfers Exam.

The AF7 exam is a new 20 credit AF qualification that was first examined in October 2017. AF7 is a 2 hour written exam that consists of three or four compulsory short answer questions and two case-study based questions.

Well Done Ian!