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Tailored solutions, independently designed for you.

independent and

holistic planning

Proudly Experienced
Backed by 40+ years experience

Specifically Tailored

to your circumstances

Using independent tools designed for independent advisers.

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Take a look at

The Resource Library.

Keep up-to-date with the world of financial planning and Help For Wealth with our Guides and Newsletters. Everything can be found in our Resource Library. 

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A little about us.

Established in 2016, we are backed by over 40 years experience in the financial services industry. ​Our aim is to give our clients a personal, professional service they can trust, as we continue to help clients past, present and future with their financial planning needs.​ We offer holistic financial planning to help you make sense of an ever more complicated financial world.

 

Whilst being based in the historic city of Lancaster in the North West, we like to think that we are a very diverse company. We serve a broad and interesting array of existing clients that have exposed us to all different types of circumstances, situations and backgrounds. Despite this, it is important for us to stress that everybody has different circumstances, and we will therefore undertake a personalised and tailored approach that focuses on your specific needs and desires.

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It is our aim to help you understand both your financial position now and what may need to be done to achieve your goals in the future.

Our Advice Areas.

Proper Financial Planning assesses needs across multiple different areas, see these below.

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A dedicated 
Client Portal.

In connection with our network 2Plan Wealth Management, a dedicated client portal is available to all of our clients. Through this, you can access up-to-date valuations, documents and newsletters. You can also communicate with us or update any of your information we hold.
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Rather have an online meeting?

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Whether you are a long distance from us, it's more convenient for you, or you'd just prefer it. We are completely web-enabled, meaning we can conduct meetings completely virtually. Get in contact using our contact form, let us know you'd like to book a free consultation and let us know when suits you best and we'll be in touch.

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