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Independent Financial Advisors IFAs

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.

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.

Key Retirement

Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH, UK – 0808 252 9170

A first-rate experience, giving us all the relevant information to enable us to make an informed decision, and conducted with no sales pressure. James Knighton was polite, courteous and knowledgeable throughout. We were told to expect the whole process to take between 6-8 weeks, but, in reality, the Equity Release money was available exactly one month after our first (of two) consultations with James! What more can I say, you can't get better service than that!! We have already recommended Key Retirement to several friends, one of whom has already obtained ER through Key, and others who are currently looking into it! Well done, Key.

Before choosing (KR) Key retirement I rang two other companies but was unimpressed with the initial contact. Steve Baldwin from KR made two appointments to see me. He explained everything clearly and concisely all of which was accompanied by written documentation. The second appointment was for my daughter reassuring her that I fully understood the whole process. Not once did I feel pressurised and the payment was in my account within 5 weeks. At 75 Equity release has enabled me to do home improvements and to travel 'business class' to Australia. It's just wonderful. Thank you Key Retirement for a swift efficient process.

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