It’s at those times that people need support and advice – that’s where we come in.
We’re a local financial planning firm based in Lancashire. Our team pride themselves on their empathetic approach to our clients, considering them more like family than clients.
We work with people going through life’s major events. These events may be retirement, bereavement after the loss of a loved one or care in later life. It’s during these big life events people need the correct level of support and advice, that’s where we come in.
Before he starts talking about your money, Peter spends time getting to know you, finding out what you are looking to achieve, and what’s important to you (your values). He wants to understand what’s important to you.
He wants to understand what your money is for.
He wants to understand what may be making you anxious regarding money, and the areas where you may need advice. Only then will Peter turn his attention to your money and begin to create a financial plan to give you peace of mind.
We’re independent. This means that we aren’t restricted in our choice of product providers, whether that’s for investments, or pensions, or insurance.
Being independent also means we act for you, putting ourselves in your shoes and wanting to do the best for you.
We’re a family-run company and we couldn’t be prouder to be so. When working with us, you will not be passed around from person to person. You’ll deal with Kathryn and Peter (and our friendly answering machine if we’re not able to take your call). This means we get to know you as a person and not just as a name or number. We want to know about you, your family, your hobbies and anything important that’s happening in your life.
We outsource the compliance and investment management aspects of our work to other companies who are focussed on these areas, rather than trying to do everything ourselves. Our focus is on our clients, and making sure that their money is managed in a way which supports their lifestyle.
We’re proud to be based in Blackburn, helping people who live in Central and East Lancashire find peace of mind with their financial affairs.
Since we serve clients who usually live close-by, Peter can be available for ad-hoc meetings in addition to the normal annual meeting schedule. These extra meetings could be face to face, by phone, or virtually via Zoom etc.
We can meet in a location that suits you, at a time that suits you. Usually, meetings will take place in your home during the day. This means you don’t need to travel to meet with us – Peter will come to you. It also means that you are in familiar surroundings, so if Peter needs any documents or information, it will be close at hand. By special arrangement Peter can meet you in an evening or at weekends.
We also offer virtual meetings using various remote meeting platforms such as Zoom, Microsoft Teams, WhatsApp etc.
There are a variety of ways to get in touch with us.
You can call our office on 01254 667933, email hello@apwfinancialplanning.co.uk or complete the form below.
Alternatively, scroll down and click ‘Let’s Talk’ and book a meeting in Peter’s diary.
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