About the Business

We also specialise in helping clients with 'new wealth'. This may be as a result of inheritance, or other windfall. You may be recently widowed, approaching or recently divorced and require guidance from a trusted advisor on the new challenges of managing money in the short term, then developing a medium and long term financial plan to support the life you want to love and live.

Our priority is 'sleep at night' financial planning, so whatever else in life you have to worry about, you needn't worry that your money is exposed to unnecessary risk.

Location & Hours

Bury Business Centre, Kay St, Unit 63

Bury, BL9 6BU
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