Four fields. That’s it.
One of our advisers will ring you back by the end of the next working day, at the time you asked for.
In a hurry? Call us on 01772 864314, 9am–5pm Monday to Friday.

Contact
One number reaches the whole office and whoever answers will know who you are. There is no charge for the first conversation.
Get in touch
Tell us roughly what’s on your mind and when suits you. One of our advisers will ring you back by the end of the next working day.
01772 864314
9am–5pm, Monday to Friday. You can also reach us by text or WhatsApp.
‘Highfield’, Langley Lane,
Goosnargh, Preston, Lancashire, PR3 2JP
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We advise clients across the UK over Teams or Zoom, with paperwork signed digitally. Home visits are available within about a 15-minute drive of the office at no extra cost; further afield we may need to charge for travel time and we’ll always tell you first.
Four fields. That’s it.
What happens next
By the end of the next working day, at the time you asked for. An adviser, not a call handler working from a script.
At our office, your home, or over video. We listen, you ask questions. No charge and no obligation afterwards.
If we can help, we’ll explain how and what it costs. If we can’t, we’ll tell you that instead.
Who you’d be dealing with
Ask for any of them by name, or leave it to us and we’ll match you to whoever fits best. More complex situations generally sit with Mark, our Chartered Financial Planner.



Common questions
Yes. We use it to establish whether we can help. If we don’t think we can, we’ll say so and there’s nothing to pay.
We aim to answer emails within 24 hours and to return calls within one working day. If you’d rather not wait, ring 01772 864314 during office hours — as a small firm there are times when everyone is out, but somebody is usually there to take your call.
No. We advise clients across the UK over Teams and Zoom, with documents signed digitally. If you would rather meet in person, our office is in Goosnargh and home visits are available — free within about a 15-minute drive, chargeable beyond that to cover the adviser’s travel time.
Usually, yes. It protects both of us and it means there is a clear record of what was discussed and agreed. We will tell you at the time.
Goosnargh, just north of Preston, off Langley Lane. There’s parking on site.
Whatever you have, however incomplete. Pension statements, policy documents, a list of what you think you hold. If you have nothing at all, come anyway.
Our services
Advice areas overlap. Part of our job is spotting which ones actually apply to you.