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+44 1524 842211
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| The Old Stables Bulk Street, Lancaster, Lancashire, LA1 1PU | |
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0.4 miGreaves Park (towards City Centre) Routes 2 2A 4 9 & N1
0.4 miSt Martin's Road Route 9
0.5 miWyresdale Road Routes 8A 8C & 18
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Specialties
Life Protection
Retirement Planning
Savings & Investments
History
Established in 1998.
The company has two directors, husband and wife Duncan and Tracey Hall who formed the company in March 1998.
Tracey takes care of the day to day running of the office in her role as Office Manager and Duncan is the Level 4 qualified Financial Adviser within the company who has over twenty four year’s experience within the financial services industry:
(1984−86) Financial Adviser with Wesleyan & General Assurance Society.
(1986−1995) Financial Adviser with Prudential Assurance Company.
(1995−1998) Financial Adviser with Bradford & Bingley Building Society.
