Who are we
September 2, 2024
You have to trust someone to work with them, right?
You have to trust someone to work with them, right? That’s why we thought we’d re-introduce ourselves to the new faces we may have!
Our biggest passion is helping people with their financial planning. Outside of assisting people with pensions, investments, insurance, etc, We also have a busy family life and we love living and working in the beautiful Morecambe Bay.
As a business, we have over 50 5-star Google reviews and recently won the Red Rose Award for Best Professional Services Firm in Lancashire.
If we sound like the kind of people you’d want to work with, please do get in touch.
Thanks so much for taking the time to leave this review Roda
We're thrilled to be sponsoring the Prop Up Project SAFE Charity Glitter Ball
We can help!
A good retirement plan isn’t one-size-fits-all.
When was the last time you reviewed your pensions?
Start today!
Thank you to everyone for your support this year.
Hello, and a warm welcome to the November edition of The Financial Brew! As the days get a bit nippier and we find comfort in our favourite hot bevvies, we hope this newsletter finds you in tip-top condition. We're over the moon with all the positive feedback we've received from you and how much you are enjoying reading our newsletters. Your kind words make our day! This month, we're thrilled to share some exciting updates with you. We've been sprucing up our offices with fabulous new artwork, nabbed a prestigious award (and it’s a big one!), rubbed shoulders with a famous cricketer, and even rolled up our sleeves for community work with the Shrimps Trust. And if that's not enough, Tarnia had the incredible chance to be a sports commentator for a day! And, of course, there is, as always, helpful advice from us on all things pensions and investments. So, grab another cuppa, get comfy, and dive into all the fantastic stories we have lined up for you this November. Enjoy the read! Warm wishes, Annabel, Tarnia and John
Thank you, Jennifer.
Feeling a bit overwhelmed with all the adulting?