Business Details
12 Years
experience
Expert Financial Advisers in Lancaster
Established in 2014, Bridges & Co and Co Financial Advisers combines over 100 years of collective expertise with a client-centric approach to wealth management. Our team prioritises long-term relationships, offering tailored solutions for building, growing, protecting, and preserving wealth. As an Appointed Representative of St. James's Place Wealth Management, we deliver regulated advice aligned with individual client objectives. Our holistic methodology addresses investment planning, retirement strategies, protection, and intergenerational wealth transfer.With a focus on transparency and bespoke service, we work closely with business owners, executives, and private clients across Lancashire and beyond. Our commitment to excellence is demonstrated through our FCA authorisation and association with one of the UK's leading wealth management groups.
Services
Investment Management
Retirement Planning
Protection Planning
Mortgages
Wealth Management
Details
- Year established: 2014
Highlights and features
- We offer over 100 years of combined experience in wealth management
- Our bespoke approach creates tailored financial solutions for each client
- We specialise in holistic wealth planning across multiple generations
- Our services are delivered through FCA-authorised St. James's Place framework
- We maintain long-term client relationships with transparent communication
Associations and certifications
- Financial Conduct Authority (FCA)
- St. James's Place Wealth Management
Services
Investment Management
Our investment management service creates customised portfolios aligned with your financial goals and risk tolerance. We utilise St. James's Place's award-winning platform to deliver diversified solutions for capital growth. Clients benefit from ongoing portfolio reviews and market expertise to optimise returns across economic cycles.
Retirement Planning
Specialist retirement planning ensures financial security during your post-work years. We develop comprehensive strategies incorporating pension consolidation, income projections, and tax-efficient withdrawals. Our approach guarantees sustainable income streams while maintaining flexibility for changing circumstances.
Protection Planning
Tailored protection solutions safeguard your financial wellbeing against unforeseen events. We assess life insurance, critical illness cover, and income protection needs to create robust safety nets. Our independent advice ensures appropriate coverage levels at competitive premiums.
Mortgages
Specialist mortgage advice covers residential and buy-to-let financing options. We compare products across the market to secure competitive rates matching your circumstances. Our service includes remortgaging strategies and first-time buyer guidance with transparent fee structures.
Wealth Management
Comprehensive wealth management integrates investment, tax, and succession planning. We address intergenerational wealth transfer, estate planning, and business succession strategies. Our holistic approach coordinates all financial aspects to achieve long-term objectives while maintaining regulatory compliance.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, mortgages, and comprehensive wealth management solutions tailored to individual client needs.
How do you work with clients?
We establish long-term relationships through initial consultations, followed by bespoke strategy development and regular portfolio reviews to ensure ongoing alignment with client objectives.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority (FCA).
What areas do you cover?
While based in Lancaster, we serve clients across Lancashire, the North West, and throughout the UK through both in-person and virtual consultations.
How are your services charged?
Our fee structure varies by service type, with transparent pricing discussed during initial consultations. Investment management typically involves asset-based fees while advice services may use fixed or hourly rates.
Reviews (5)
Ian Felton
Jun 07, 2018
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Who ever billy bo is we have never heard of you at Bridges and Co so please refrain from fictitious reviews. We deliver for all our clients and have over 5,000 happy clients.
Richard Alston
May 26, 2018
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I have been using Bridges & Co for several years now. I deal with Ian Felton who is friendly, approachable and very knowledgeable. As a lay person investments, pensions and mortgages can be daunting but Ian is very clear about options and the process which gives me peace of mind in Bridges managing numerous products for me and my family. Highly recommend.
Francis Smith
Mar 25, 2018
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BEEN WITH BRIDGES AND CO FOR MANY YEARS. ROY HAS GOT US MANY A GOOD DEAL ON OUR MORTGAGE, PENSIONS AND ISA'S. IAN CONTINUES TO FIND US GOOD DEALS FOR OUR INVERSTMENTS. THE STAFF ARE ALL VERY HELPFUL, WARM AND WELCOMING WHEN WE GO IN. IAN AND HIS TEAM GO THE EXTRA MILE TO FIND WHAT IS RIGHT FOR YOU, THEY TALK YOU THROUGH EVERYING, ALWAYS HAPPY TO HELP AND ADVISE.
Billy Bo
Jan 22, 2017
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I'm only putting a star when there is no alternative Don't use him Takes your money but doesn't complete the job and charges money for mortgages for what's not complete
Jessica Felton
Jan 10, 2017
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As first-time property buyers, my partner and I have naturally been feeling a little bit overwhelmed by the prospect of doing everything ourselves. Then a colleague recommended Ian's financial advice services, and thanks to him what had seemed difficult originally became a plain sailing. Ian and his colleagues used the wealth of their experience and a friendly communication style throughout the process, which included getting the right mortgage deal, negotiating a suitable house price, recommending a good conveyancer and finding an affordable life & critical illness cover.
They also offered to help re-mortgage the property in the end of the initial fixed interest period as part of their services. I cannot recommend Ian enough, especially if you are new to the property market. He definitely has our invitation to the housewarming do! Dmitry, scientist at Lancaster University
They also offered to help re-mortgage the property in the end of the initial fixed interest period as part of their services. I cannot recommend Ian enough, especially if you are new to the property market. He definitely has our invitation to the housewarming do! Dmitry, scientist at Lancaster University
