The Festival Town on the Edge of the Lake District
We believe that to build relationships with our clients is of the utmost importance. Once someone becomes a client of ours they very rarely leave us. This is because we offer advice that is clear and simple to understand and we never take unnecessary risks with client’s money.
Our typical client is a professional or semi-professional person however we also look after many others, they are maybe coming up to retirement or retired and between the ages of fifty and seventy five who has not had the best advice in the past, maybe contracts have been set up incorrectly or placed with a company that offers a poor service and performance.
Based on what the client requires we search and find the products that best suit them from highly regarded companies that offer the service we expect from them.
33 – 35 Market Street
Call: 01229 585818