fisherandcoifa.co.uk

Fisher and Company (Financial Services) is a local firm of Independent Financial Advisers based in Morecambe, Lancaster who offer a truly local and personal service to all our clients throughout Cumbria, Lancashire and the North West.

Fisher and Company (Financial Services) Limited provides independent financial advice directly to personal and corporate clients and also to clients introduced to us by other professional firms such as solicitors and accountants.

Developing a special relationship with our clients forms the basis of our approach. This is achieved by providing our clients with a personal service, impartial advice and positive solutions. The vast majority of new clients come to us at the express recommendation of others - clear evidence that our combination of skills, commercial awareness and standards of service meet the increasingly high expectations of our clients.

Our clients include high net worth individuals, private companies, partnerships and owner-managed businesses – all drawn by our personal approach. The individuals include those with large investment portfolios, clients planning for retirement and others who need tax planning advice.

Our active, client driven approach makes heavy demands on all our staff. To ensure clients receive the range and high quality of services required, we invest in the key areas of people and technology. We recruit, train, reward and retain people with a high level of personal ability and professionalism. Through our continual investment in technology, we aim to provide an efficient and cost effective service for clients, making use of paperless processes, software and internet resources.

No charge is made for the first client meeting, unless otherwise agreed beforehand. Following the initial client meeting, our Client Agreement is issued which will include a summary of our understanding of a client's objectives and the cost of our advice and services. If the client decides to instruct us to provide the advice and services outlined, they sign and return the Client Agreement. No cost will therefore be incurred until a signed Client Agreement has been received.

The firm aims at all times to "treat our customers fairly", in line with the Financial Services Authorities current principles, we have several systems in place to ensure that our clients receive the best possible advice and customer service at all times.