Independent Financial Adviser in Preston



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PR - Preston

Anne Wray
Independent Financial
Adviser

Derbyshire Booth
Financial
Management Ltd

Honeybee Financial
Planners Ltd

Honeybee Financial Planners Ltd

Address: 43 Hawksbury Drive, Penwortham, Preston,
Lancashire, PR1 9EH
Telephone: 01772 748 641
Fax: 01253 336 750
E-mail: info@honeybee-fp.co.uk
Visit our Web Site: www.honeybee-fp.co.uk

Contact: Mike Wellby ACMA, Chartered Financial Planner

General information

We can help you plan for your financial independence with Lifetime Financial Planning

People are living longer and enjoying a far higher standard of living than previous generations considered possible. It is therefore more important than ever to create a financial plan to maintain your lifestyle and achieve your aspirations.

Plan- to protect your income and capital
Plan- to protect your dependants
Plan- to protect your business
Plan- to make the most of your savings and investments
Plan- for your dream home
Plan- to reduce your tax liabilities
Plan- for School Fees
Plan- to provide for your retirement
Plan- for the costs of long term care

As Financial Planners and Independent Financial Advisers we can carry out a complete and impartial review of your financial affairs whether private or business, make recommendations based upon your own objectives, and implement the necessary solutions.

The principle steps that we carry out in the planning process include:

Review your present financial situation including income and expenditure, assets and liabilities and relevant tax position.

Identify your financial aims and objectives taking account of present and future
obligations and needs.

Recommend and implement a financial strategy selecting from a wide range of available investment, insurance and pension plans as appropriate, specifically chosen to meet your individual requirements.

As we work with you to achieve your aims and objectives, we look forward to becoming your first and primary source of financial advice.

We are pleased to offer an initial consultation at our expense to see how we can assist you.

To arrange an appointment please contact Mike Wellby
Email � info@honeybee-fp.co.uk or telephone 01772 748641

Honeybee Financial Planners Limited is an Appointed Representative of ADCAS Financial Management Ltd which is regulated by the Financial Services Authority

Not all of the above products/services are regulated by the FSA

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