“Offering comprehensive financial advice”

01253 739196

dperkinswcp@aol.com

Financial Advisers in Lytham St Annes, Lancashire

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.

Looking at what financial advice we can offer you

We will review your existing financial situation, discussing your attitude to investment risk with you, your aspirations and goals and reach an assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free.

Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, and importantly follow this up with regular reviews to ensure things are on track and your circumstances have not changed.

You will have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects

All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.


“Bringing you a friendly service with down to earth advice that you will thoroughly understand.”