Planning Futures

We are a team of independent financial planners based in Clitheroe, Lancashire.

Our advisers have over 80 years of dedicated service and provide straightforward, high-quality financial advice, combined with a friendly approach, to both individuals and businesses.

We specialise in pension planning & retirement advice, investments and savings, financial protection, and mortgages.

We are proud to receive regular referrals from satisfied clients and professional associates including accountants, solicitors and will writers. 

Being independent means we can remain completely objective and impartial as our recommendations will incorporate the most appropriate solutions for our clients' needs from the whole of the UK financial services marketplace.

Our experienced team cover areas including Clitheroe, Preston, Blackburn, Burnley, Colne, Barnoldswick, Skipton & surrounding areas.