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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Fulwood let alone Preston Fulwood Barracks ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Lancashire.

Good luck! 

Independent Financial Advisors IFAs

Trafford & Houghton Financial Planning Ltd

25-27 Ribblesdale House, 14 Ribblesdale Place, Preston PR1 3NA, UK – 01772 825755

Trafford and Houghton gave me great advice which was easy to understand and well explained. I felt very comfortable with my advisor Anne Pearson who explained everything in plain english no jargon, a must for someone like me.

Sage Financial Management Ltd

189 Watling St Rd, Fulwood, Preston PR2 8AE, UK – 01772 700008

I have used Sage Financial Management for all my financial needs over the last 5 years. Their service is excellent - rapid response, fully transparent in their recommendations and very knowledgeable. I have been extremely pleased with how my pension and investments have performed following their recommendations. I would definitely recommend them.

M P I Investments

71 Liverpool Rd, Penwortham, Preston PR1 9XD, UK – 01772 751770

Used MPI's services many, many times over the last 15 years and they have never failed to sort things out. Very professional, never as much as a hiccup in anything they have done for us, in fact I sent both of my "kids" straight to MPI for their mortgages when they bought their first homes aswell. Can't speak highly enough for them.

Investment Companies - Business Angels

Easthams & Co - Residential Lettings

206 Black Bull Ln, Fulwood, Preston PR2 9XY, UK – 01772 654624

My first time letting as a new landlord is with Easthams. They have been wonderful; friendly, supportive and responsive. Trust Matt’s recommendation on which tenants to pick; he recommended a lovely family who are excellent tenants. The team are always approachable, very quick to respond to any maintenance issues and have a list of reliable tradesmen who respond quickly when necessary. Easthams actually do perform the four-monthly inspections (as well as a very though moving in inspection) and email them through to you promptly. As rental only agents, with many years’ experience Easthams know what they are doing.

The best agency I have ever dealt with. No issues at all. Professional customer service, very easy to get it touch and get a reply. Sensible fees and no extra charges. Would really recommend. Really sad that I had to leave.

Enterprise Ventures

Unit F26/Preston Technology Centre/Marsh La, Preston PR1 8UQ, UK – 01772 270570

NFU Mutual Preston

6, Riversway Business Village, Navigation Way, Preston PR2 2YP, UK – 01772 364581