Welcome to Prudent Financial Planning Advice Ltd

Our personal financial advice service, based in the heart of Lancaster, gives you the understanding and confidence you need to be comfortable with every decision.


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Testimonials

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James has been extremely helpful in organising my financial affairs. He has explained everything fully so I could make some important life decisions. His advice has allowed me to retire 18 months earlier than planned to have more time with my family. James put me at ease straight away and was v...
Anonymous

SJP Approved 12/05/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Prudent Financial Planning Advice Ltd is registered in England and Wales, Number 05417552. Registered Office: 9 Dalton Square, Lancaster , LA1 1WD.