The Financial Consultancy UK Ltd is owned and controlled by Stephen Milligan, from the Head Office in Darwen, east Lancashire, with secondary offices in Orrell, Wigan and a tertiary location in Chorley, Lancashire. more about us
Formed in 1998, the firm aquired Wigan Financial Services and operated from offices in St James Road, Orrell until outgrowing the space available and moving to the current location in 2006. our locations
Fiercely independent, our purpose is to provide you, our [prospective] client with advice which benefits you, on terms which are competitive and affordable.
So how do we operate?
Quite simply, we will allocate sufficient time to get to know you and your very personal financial requirements. Don't worry though, the first discussion / meeting, usually of 15-20 minutes duration, is at our expence - during which we will be able to determine if our services are appropriate for you, and you will have ample opportunity to determine if you wish to engage us to assist you.
Following our initial discussion we will gather detailed information about your current financial arrangements - for this we will require some recent information from you, such as last statement / account balances. We will then prepare ideas and propsals for initial consideration by you at our next meeting. privacy policy
When you are satisfied that we have provided sufficient information for you to reach decisions we will assist you in completing appropriate paperwork to facilitate your new arrangements. Of course, not all situations require new arrangements immediately, and we recogniose that you may need time to decide if you wish to act upon our recomentdations. Though we recommend a regular review of all your current and future plans at least annually, we also never forget it is your money, and you may choose if and when you wish to review your finances.
Following conclusion of the above we remain at your service, and available to answer any matters arising.
We aim to build lasting relationships with all our clients by providing the level of service you require, and using clear language to explain the recomendations we offer.
Thank you for considering our firm, perhaps you will take time to peruse our site - feedback is always welcome. terms of use
I look forward to meeting with you and welcoming you as our client.
Stephen Milligan
Managing Director