About us
We’re independent financial advisers making a real difference to your money, whatever stage of life you’re at.
What do we do?
Changing the way people feel about their money is what we do best. By concentrating on the things that matter, we build a financial plan with your goals and objectives at the centre.
We focus on protecting you and your loved ones, planning for your retirement, managing your savings and investments, and tax planning efficiently.
Your finances should be in the hands of people who care and want to add value, and we will provide that high quality service.
Who are we?
Based in the north west, we are a small, experienced team enabling people to take control of their finances. We provide independent advice, which means we can search the whole of the market to find a solution that works for you as an individual.
A member of the financial planning network, Corbel Partners, we are supported by a team of paraplanners and administration staff. We always put your interests first and form a long-term relationship, which allows us to keep an eye on how your plan is performing.
Why choose us?
From our first meeting together, we will instil confidence in you so you can put your trust in us. You will feel at ease working with Ian and the team and be comfortable knowing that we can offer advice of a high caliber.
Our work as an independent financial adviser is built around close-knit relationships. We do this by understanding, listening and asking questions, which are equally as important as analysing and implementing a financial plan.
