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

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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

  • BA (Hons) Financial Services

  • Chartered Financial Planner

  • Fellow of the Personal Finance Society

Click here to email Michelle