About Us

We are a firm of Independent Financial Advisers servicing the North West of England. The firm was set up by Managing Director Chris Lunt, and now has a number of advisers at the firm including an excellent back office team. We pride ourselves on having state of the art back office and financial planning systems, enabling us to provide our clients with an up to date bespoke service.

We are honest, straight talking with jargon and also have a relaxed office environment to make clients feel at ease.

We have been running for over 10 years, won many awards from vouchedfor.co.uk for our client reviews, we look after over £65 million pounds of investments/pensions for over 160 clients who have been with us for many years!

We listen to our clients. It is vital that we understand your financial needs. We help you plan for the future and we aim to communicate our recommendations clearly and without jargon.

We will not make any recommendations unless we believe they are right for you in your individual circumstances. We are authorised and regulated by the Financial Conduct Authority under firm reference number 630282, if you click HERE then it will take you our company page on the FCA Register for our company. 

All fees are discussed and agreed in advance once we have the full understanding of you, your objectives and what you want to achieve!

We also utilise cashflow planning to bring your plan to life! Watch the introductory video about cashflow planning below.