Business Details
50+ Years
experience
Your Trusted Financial Partner in Preston
Established in 1919, Arena Investment Management has built a legacy of delivering tailored financial solutions to both individual and business clients. Our approach prioritises your specific goals, whether you're seeking to protect family wealth, plan for retirement, or optimise investment strategies. Through a structured six-step process, we combine cashflow modelling, risk assessment, and tax-efficient planning to create clear, actionable financial roadmaps. With decades of collective experience, our team of chartered financial planners and paraplanners provides independent, jargon-free advice, ensuring transparency at every stage.We maintain long-term client relationships through regular reviews and open communication, working collaboratively with accountants and solicitors to align financial plans with broader life objectives. Our fee structure remains transparent, with initial consultations offered at no obligation, reflecting our commitment to value-driven service.
Services
Financial Planning
Investment Management
Tax Planning
Cashflow Modelling
Portfolio Review
Details
- Year established: 1919
Highlights and features
- We have over 100 years of combined experience in financial planning
- Our six-step process ensures clear, actionable financial strategies
- Transparent fee structure with capped initial charges
- Specialise in tax-efficient investment strategies
- Long-standing client relationships built on integrity and results
What people say
Clear objectives
Tax-efficient solutions
Regular reviews
Independent advice
Long-term relationships
Services
Financial Planning
Our financial planning service establishes your specific goals through detailed consultations. Using cashflow modelling techniques, we create tailored strategies to achieve your objectives. Regular reviews ensure your plan adapts to changing circumstances, providing long-term financial security.
Investment Management
We develop diversified investment strategies based on your risk profile and financial goals. Our asset allocation approach ensures long-term growth potential while maintaining tax efficiency. Ongoing portfolio monitoring guarantees your investments remain aligned with your objectives.
Tax Planning
Specialising in income tax, capital gains tax, and inheritance tax planning, we structure portfolios for maximum tax efficiency. Our approach combines financial planning with strategic tax reduction strategies, working alongside accountants for comprehensive solutions.
Cashflow Modelling
This service demonstrates potential future lifestyles through detailed cashflow projections. By analysing income, expenditure, and investment growth, we help clients visualise their financial future and make informed decisions about retirement and wealth preservation.
Portfolio Review
We assess existing investment arrangements for suitability and performance. Through comprehensive analysis using industry tools, we determine whether current portfolios align with clients' risk profiles and financial objectives, recommending adjustments when necessary.
People
Stephen Penrose
Managing Director
Qualified financial expert with advanced industry qualifications. Joined Arena in 1995, transforming it into a leading firm. Specialises in high-level financial strategy and client relationship management.
Sarah Iqbal
Chartered Financial Planner
Over ten years' experience in financial services. Joined Arena in 2025, bringing expertise in comprehensive financial planning solutions. Holds chartered status demonstrating professional excellence.
Mark McMahon
Office Manager
Long-serving team member since 1995. Provides operational leadership and client support. Maintains detailed knowledge of client portfolios and regulatory requirements.
Edward Penrose
Paraplanner
Joined Arena in 2016. Supports advisory team with technical analysis and documentation. Currently completing professional qualifications while providing administrative expertise.
Katarzyna Pres
Compliance Supervisor
Multilingual compliance expert with background in debt management. Ensures regulatory adherence across all operations. Provides critical oversight for client portfolio management.
Questions
What services does Arena provide?
We offer financial planning, investment management, and tax planning services tailored to individual and business needs.
How are fees structured?
Initial fees range 1-3% with annual fees between 0.5-1%, based on service complexity and portfolio value.
Are you independent advisors?
Yes, we're completely independent and not influenced by external financial institutions or product providers.
How often are plans reviewed?
We conduct regular reviews to ensure your financial plan adapts to changing circumstances and market conditions.
Can you work with my accountant?
Yes, we collaborate with accountants and solicitors to provide comprehensive financial solutions.
What investment approach do you use?
We employ asset allocation strategies tailored to your risk profile, focusing on long-term growth and income.
