It is your journey and your life, but you will probably want to know a little bit about us...
We are Financial Planners based in Euxton near Chorley, Lancashire and we are dedicated to helping our clients reach their destinations by telling the truth about money and how it affects them.
Where do you want to go?
Money is just a tool that allows you to do what you want in life. What do you want to do, where do you want to go and how do you want to get there?
We have been helping clients to find answers to those questions for many years.
We do that by discussing our client’s journey, their roadmap and their intended destination. We don’t use jargon, we don’t baffle you with provider options and we don’t expect or need you to keep up with every new financial rule.
We just help you to get to where you want to go.
A bit more about us…
We have been providing financial planning advice since 1991 (we were previously called Sylvia Joyce & Associates). In that time, we’ve helped a huge number of clients on their journeys.
Our Managing Director and Financial Planner, Sylvia Bentham, is qualified to the highest standards in the profession. Sylvia is a Certified Financial Planner and a Chartered Financial Planner. What does that mean? It means her ability to help clients to their destinations has been tested at the highest level… and passed with distinction.
As a company we have also been tested. We were one of the very first firms in the country (and currently the only one in Lancashire) to achieve Accredited Financial Planning Firm™ status.
All of this means that we know what it takes to be the expert guide on your journey. We think you should only trust experts and we think experts should have their ability tested and qualified regularly. We wouldn’t have it any other way, so we don’t think you should either.
If you’d like to learn more about the people helping you on your journey, you can meet the team here.
To start your journey, all you need to do is to get in touch.