Financial Advisors in Preston

Choosing a financial advisor is about more than pensions, investments or retirement planning; it is about building a trusted, long-term relationship with someone who understands your goals and can help you navigate life’s financial decisions with confidence.

From our office at Preston Docks, we support individuals, families, business owners, employers and trustees across Lancashire, providing personalised financial advice tailored to your aspirations, priorities and long-term wellbeing. Our welcoming office offers a comfortable environment for face-to-face meetings, with convenient parking and excellent transport links, making it easy to access expert guidance whenever you need it.

Whether you are seeking financial advice for the first time or reviewing an existing plan, our advisors take the time to understand what matters most to you and explain your options clearly and simply.

As part of Perspective Financial Group Limited, we combine the personal service and local knowledge clients value with the strength, expertise and specialist resources of a leading national financial planning business. This allows us to offer dedicated local relationships supported by wider technical expertise whenever required.

Our Preston team brings together experienced financial advisors with a broad range of qualifications, specialist knowledge and decades of collective experience. Supporting individuals, families, business owners and trustees across Lancashire, the team provides advice on retirement planning, investments, pensions, inheritance tax planning, later-life financial planning and wealth preservation.

Several members of the team have spent many years advising clients across the region, building trusted relationships that often span multiple generations of the same family. Several advisors hold Chartered and Fellowship-level qualifications, while Vanessa Townshend and Ailsa Thomas are both SOLLA Accredited Financial Advisors, reflecting recognised expertise in later-life planning and retirement-related advice.

Backed by the wider resources of Perspective Financial Group Limited, our advisors combine technical expertise with a personal, relationship-led approach. By taking the time to understand your goals, priorities and circumstances, they help create financial plans designed to provide clarity, security and long-term financial wellbeing.

Our approach to financial planning

“The relationships we have built with our clients are what make our business special. Their trust has enabled us to grow our team and strengthen our expertise, while continuing to create a welcoming environment where people feel valued, supported and confident in their financial future.”

Vanessa Townshend, Office Managing Partner

Financial planning begins with understanding what matters most to you. Every client has different goals, priorities and circumstances, so we take the time to listen carefully before making any recommendations.

Whether you are planning for retirement, managing investments, protecting your family, building wealth or preparing for later life, our role is to help you understand your options and make informed decisions with confidence.

Our advisors work closely with local solicitors, employers and pension schemes across the region, enabling us to support clients with a broad range of financial planning needs while providing a coordinated and professional service.

Independent client feedback provides valuable insight into the experience of working with our team, reflecting the clarity, communication and ongoing support that clients value throughout their financial planning journey.

Questions the Preston team can help you answer

Many people come to us when they are facing an important decision and would welcome greater clarity about their options. Whether you are planning for retirement, considering later-life care costs, reviewing workplace pensions, managing investment risk or thinking about passing wealth to future generations, we can help you move forward with confidence.

Our team includes specialists in retirement planning and later-life advice, helping clients navigate complex financial decisions at every stage of life. We also work closely with employers and workplace pension schemes across the region, giving us valuable experience supporting both individuals and businesses with their financial planning needs.

Visit the Preston office

You will find our Preston office on Preston Docks, opposite the marina. We offer client parking, clear signage, ground-floor meeting rooms and accessible toilet facilities. With the M55, M6, M61 and M65 nearby, our office is well placed for clients travelling from Preston, Lancashire and the wider North West.

Whether you are seeking financial advice for the first time or reviewing an existing financial plan, we will take the time to understand your circumstances, goals and priorities, providing practical guidance tailored to your individual needs.

We understand that choosing a financial advisor is an important decision. Our friendly and experienced team is always happy to welcome new clients, listen to what matters most to them and help them explore their options with confidence. If you would like to discuss your financial future, we would be delighted to welcome you to our Preston office and discover how we can help you achieve your long-term goals.