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Contributor

71%

MATCH FOR YOU

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4.8out of 5

Jonathan Darwen

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% clients advised in each area  :

Investments

94%

Pensions

12%

Insurance & Protection

12%

Later life planning

18%
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to deli... Read More
Serves clients with: Any level of wealth
Jonathan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

71%

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4.6out of 5

Jason Street

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Saving for children, Annuities
Taylor Patterson Group is a leading financial advisory firm based in Preston, Lancashire. We help individuals to understand, build and preserve their ... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

69%

MATCH FOR YOU

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4.9out of 5

James Thompson

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Saving for children, Annuities
I am responsible for investigating, creating and maintaining financial planning strategies for High Net Worth (HNW) individuals. This includes tax pla... Read More
Serves clients with: Over £100k of investable assets or household income
Chartered Financial Planner
Contributor

65%

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4.6out of 5

Sylvia Bentham

More Info
% clients advised in each area  :

Investments

88%

Annuities

19%

Pensions

69%

Insurance & Protection

19%

Later life planning

13%
We have been providing jargon-free independent financial advice since 1991 (previously called Sylvia Joyce & Associates)Sylvia Bentham, a highly quali... Read More
Serves clients with: Over £250k of investable assets or household income
Sylvia's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

MATCH FOR YOU

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4.8out of 5

Martin Newton

More Info
% clients advised in each area  :

Investments

41%

Annuities

7%

Mortgages

26%

Pensions

30%

Insurance & Protection

48%
I have been providing financial advice to a wide range of clients - both private and corporate for over 18 years. I provide advice on a full range of ... Read More
Serves clients with: Over £50k of investable assets or household income
Martin's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

MATCH FOR YOU

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4.5out of 5

Keith Pressler

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Saving for children, Annuities
I am responsible for promoting and developing Taylor Patterson’s financial planning services to clients. I specialise in investigating, creating and... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner

Latest client reviews of Preston IFAs

Derek, is a very honest gentleman. I have known him now for over 10 years and he has always been upf....es. He always finds time to respond to queries promptly and willing and able to travel when needed.    Read More
Manish
Jonathan did an excellent job of explaining the different investment options in a friendly and easy ....eral times when I needed assistance with the website and logging on. thank you for a great service.    Read More
dan atkinson

Can't find the right Preston IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Preston.

John CarsonJohn G Carson & Company
Paul JacksonTaylor Patterson Financial Planning Ltd
Dave GleesonMoore and Smalley LLP
Martin HoughtonTrafford & Houghton Financial Planning Ltd
Colin GalbraithColin Galbraith Independent Financial Services
Thomas FentonFulwood Financial Services
Richard BamfordEnterprise Ventures Limited
Looking for a different Independent Financial Advisor (IFA) in Preston? Search by name