We've been helping local people and businesses for generations...
We're a family firm, founded by Brian and Christine Harrison, to provide independent financial advice to individuals and businesses across South Lakeland and beyond.
Our clients come from all walks of life, and all stages of life. In many instances, we've worked with 3 generations of the same family. While we started to support the South Lakeland area, we now have clients all over the country.
We believe in:
Plain English
Fair and impartial advice
Finding solutions that are right for you and your circumstances
Helping you create the life you want
Michelle Airey, Director
Choosing to join her Mum and Dad in the family business in 2002, Michelle has many years of experience in helping people with their money.
As Fellow of the Personal Finance Society, Michelle has achieved an accolade held by less than 10% of the financial services industry. She chose to return to her home town and offers clients a powerful combination of experience and qualification.
With a love of lakes and labradors, her free time is far less business suit and more wetsuit or walking boots.
Professional memberships and qualifications
Fellow of the Personal Finance Society
Chartered Financial Planner
Certified Financial Coach
ICF Accredited Associate Certified Coach
