Financial planning for the life you want to lead
Helping you invest in your future
Why is financial planning so important
- Are you making the most of your money?
- Have you saved enough for your retirement?
- Will you have enough income to maintain your lifestyle when you stop working?
- How best should you invest an inheritance?
- Could your investments be doing better?
Financial planning answers all these kinds of questions.
We need to understand what’s important to you and your future plans. Working in partnership, we’ll identify your financial goals and help you establish a clear vision for your financial future.
Then, together, we’ll work out the best way of getting there.
Who we work with
Client Stories
Providing confidence for the future
Peter assessed our investment needs and proposed a way forward to achieve our objectives while, at the same time, giving us real-time access to the investment’s progress; giving us both peace of mind and confidence in his professional ability.
Sandra and John Hague
Locations covered by Investing Ideas
With clients across the North West, we can cover the region from Liverpool to the Borders, including Lancashire, Cumbria and Dumfries and Galloway.
We are happy to travel to all the locations below. And, as Investing Ideas doesn’t operate from a traditional High Street office, we can come and meet you at your home or business at your convenience.
- Dumfries
- Lancaster
- Liverpool
- Carlisle
- Preston
- Warrington
- Kendal
- Blackpool
- Manchester