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City Investments Independent Financial Advisers

Call us: 01772 739995

investments in Preston, PR2 2JH

251 Tulketh Brow, Ashton, Preston, PR2 2JH

City Investments Independent Financial Advisers



Contact information

City Investments Independent Financial Advisers investments
251 Tulketh Brow Ashton Preston PR2 2JH
53.7702571 -2.7279861
City Investments Independent Financial Advisers

Telephone: 01772 739995
Email:
Web: www.cityinvest.co.uk

Independent Financial Advisers - Preston

 

Many people feel awkward about seeking financial advice – it’s hard to find someone to trust with sensitive personal information. Martin Newton, Carl Slade, Karl Wolstencroft and Will Scott fully understand that. It’s a key reason why the four financial advisers set up together at Lane Ends 10 years ago – all worked for Co-operative Insurance Services in Preston but felt pressured to become salesmen. The four IFAs, who have over 70 years’ combined experience, took a brave step to set up on their own and carry on doing what they loved – giving face-to-face personal service and advice. “Little things make us different,” says Carl. “We encourage all our clients to pick up the phone or call in to discuss their financial issues with us when they arise.” Almost all their business comes from satisfied clients referring friends, family and colleagues. Each client has a dedicated adviser. “We pride ourselves on building a relationship with our clients throughout their lives, so that when they contact us, they know the person they are talking to and have total confidence that their requirements will be dealt with quickly and professionally. “We advise on complex financial matters in a simple, concise manner and we have links to solicitors and accountants to make complex financial transactions easier for clients.” Your first meeting is free, with City Investments footing the cost of the initial consultation. They provide a full financial review and advise on your best options, including life cover and protection, investments and savings, retirement planning and pensions (including options at retirement), mortgages and inheritance tax planning, to name but a few of their services. They always advise on the best way to make and save you money. l  authorised and regulated by the Financial Conduct  Authority

 

Areas of Expertise

 

Investments: Investment ISAs, unit trusts, investment bonds, structured investments & more; Mortgages: All types of mortgages: residential, buy-to-let, first-time buyers etc; Savings,  Deposit accounts, cash ISAs, regular savings plans; Protection:  life cover, critical illness, income protection, unemployment cover, business protection (key man etc.) home insurance; Tax Planning: tax-efficient savings/investments, trusts, capital gains & inheritance tax; Pensions:  Personal and company pensions, pension switches, annuities, SIPPs, drawdown etc

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