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We are friendly financial advisers, based in Heysham, covering the whole bay area (Morecambe, Lancaster and surrounding).
We provide advice on a free initial consultation basis.
The areas we advise on are pensions, investments and protection for both your family and your business.
Do you have pensions or investments that you don’t understand?
Do you have lots of pensions with different providers?
Do you not have any pension provision but don’t know where to start?
Do you have investment that you would like to review?
Do you have cash in the bank that you’re thinking about investing?
We can help.
We will have a meeting with you to discuss your full financial circumstance, we will discuss your goals, and hopes for now and in the future, and what you want to achieve with your money. Then we will present you with a recommendation tailored to your needs.
Sound good? Even better- unless you go ahead with our recommendation you won’t pay anything for our time.
View on Google maps: 1 Twemlow Parade, Heysham, Morecambe, UK