We are a leading Lancashire based financial advisory firm providing wealth management, strategic financial planning, employee benefits and pensions services to businesses and individuals.
Our service philosophy is aimed at helping clients understand, build and preserve their wealth. We specialise in strategic financial planning ensuring wealth is managed in a way to suit clients lifestyles, goals and attitude to risk. In addition we have a dedicated Employee Benefits Team which has a wealth of knowledge and experience to guide employers through the auto enrolment and work place pension reforms.
By providing financial services advice to Lancashire’s businesses, we invest our time in managing the financial strategies of owners, directors and managers. We add peace of mind by implementing a co-ordinated structured plan and look to build a long term working relationship with our clients. This allows business owners to concentrate their time and energy on growing their business, knowing that their finances are being managed by a dedicated team.
What one top tip would you give to a business owner embarking on a growth plan?
Ensure that you have clear and concise objectives which are easy to measure and communicate to the team. This ensures that everyone is working towards the same goals.
Why is Lancashire a great place to grow a business?
Lancastrians are friendly people, with a can do attitude and a real passion to help each other succeed.
Why are you backing Boost?
It is the place for ambitious growing Lancashire businesses to get all the guidance and support they require – who wouldn’t want to be a part of it!