
We are an independent financial planning business with a drive and dedication to deliver excellent financial planning to our clients. At the heart of our proposition is our belief that clients deserve an excellent, high level of service.
We believe that the financial services profession must strive to regain the trust of all investors. We know that trust can be earned by listening carefully to what clients want, from a commitment to excellence in professional qualification, the sharing of information, and ensuring – through education – that clients fully understand the ‘How? and Why?’ of successful investment.
We believe in providing personal, face-to-face, truly independent financial advice to clients, and we are passionate about the quality of the advice we provide together with the ongoing service that we deliver. Successful financial planning is not merely the sale of an investment product, but the provision of a personal, bespoke, excellent, proactive, long-term advice service to our clients.
And we never forget that it’s your money that’s being invested and your ambitions you want to achieve – it is our purpose to enable you to do so successfully.
Duce Chartered Certified Accountants
44 meters
Been working with Mike and his team for over ten years. Mike is very client focused ...
Adrian Garstang
163 meters
NatWest Bank
194 meters
Unable to pay in a cheque via the app. Stopped by after work to pay in and the ATM ou...
Barclays Bank
196 meters
I've only really used the cashpoint machine since they stopped opening on Saturday mo...
UNIFY CREDIT UNION LIMITED
203 meters
Avoid like the plague if you can. Edit: This lot just get worse and worse. Only allo...
RBS
213 meters
Had my account locked because of possible fraud attempt so had to go in this branch w...
My Debt & Me
224 meters
Chorley Financial Services
225 meters
Santander
232 meters
Was helped to change my name by Norma. Extremely friendly and such a happy, helpful l...
Nationwide
232 meters
One of the most terrible service I have ever experience from a bank. On more that 4 o...
Halifax
234 meters
Went into the Chorley branch today to transfer money to buy a house. They were quite ...
TSB Bank
236 meters
Went into branch to ask some questions about my a/c containing large amounts. Had my ...
The Money Shop
260 meters
Purchased 2 marching Glockenspiels from the store through Facebook Marketplace. Custo...
Chorley & District Buidling Society
301 meters
Cash Generator Chorley
322 meters
Chorley Post office
344 meters
All I wanted was to get a stamp for a card to the Netherlands and I was asked so many...
MY Financial Solutions
393 meters
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