Located on the outskirts of Blackburn, Lancashire and convenient for the motorway network, the practice was established by Martin Williams in 1985 and now
employs 6 full time staff including 3 qualified advisers; who between them have over 55 years experience in working with clients to help them achieve their financial goals.

Traditionally the practice has provided advice on retirement planning, investment and mortgages,
however some years ago we were invited to join the nationally respected St. James's Place Partnership
and we are now able to provide access to a much greater depth of resource, such as other wealth management specialists and fund manager research.

We are also fortunate to have gathered a close knit and friendly team to offer you the best possible standards of service and we would be happy to demonstrate this to you.

Meet the Team     more

Our Mission Statement     more

The St. James's Place Guarantee     more

Client Testimonials     more

Working with other specialists     more