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James Trickett & Son (Financial Services) Ltd
       
 
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Additional information
 
James Trickett & Son (Financial Services) Ltd
 
 
Overview: 

James Trickett & Son has been providing financial advice to individuals and businesses for 130 years. We offer advice on any money related matter, whether you are looking to invest, save or protect it.


We’re a small organisation and we’re proud of it. It means clients get to call us by our first names not some anonymous call centre. We can offer you an individual service as we understand that everyone’s needs are different. Unlike many other financial firms we have the advantage of being able to personalise each case – everything is made to fit your requirements. We get to know each of our clients, and you get to know us, and build long-lasting relationships.

Our Services

Mortgage Advisers
Annuities
All types of Pension Advice
Equity Release Advisers
Investment & Savings
Commercial Loans
Personal Financial Advice
Business Planning
Accident, Sickness & Unemployment Cover
Life & Critical Illness Protection
Inheritance Tax Planning
Will & Trust Advice
Debt & Insolvency Advice
History: 

Set up in 1882 by James Trickett, from his home at Dale View, Rawtenstall, the business continued to grow until it moved to offices on Bank Street in Rawtenstall in 1920, where we continue to operate from today.


 
 
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