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    1a Chapel Street Winckley Square PR1 8BU
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    21 Church Street Clitheroe BB7 2DF
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    21 Castle Hill Lancaster LA1 1YN
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    Bridge Mills, Stramongate Kendal LA9 4BD
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    Cherestanc Square, Rope Walk Garstang Preston PR3 1EF

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Wealth Management

How giving to charity can help your…

Jan Wright, director in our private client team, looks at how your charitable giving may reduce your inheritance tax bill. There are lots of advantages to giving to charity –…

Planning Ahead for Later Life – your…

Harrison Drury, Brewin Dolphin, The Good Care Group and Home Instead (South Lakes) have partnered to deliver a free seminar providing information on Planning Ahead for Later Life. Presenters from…

Wealth & Tax Management

Working with you and your advisors, we can offer bespoke, practical and clear-thinking solutions to wealth and tax management issues. We have solicitors that are members of STEP who sit…

George Erdozain

Private Client Consultant

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The General Data Protection Regulation (GDPR) gives you more control over how companies like ours use your personal information and makes it quicker and easier for you to check and update the information we hold about you.

As part of our service to you, we will continue to collect, use, store and share your data safely and securely. This doesn’t require any action on your part.

For more detailed information view our Privacy Hub