Polygon Financial Ltd was established in 2005 and since then we have grown steadily, becoming one of the largest advice firms in the Ribble Valley.
We have developed processes and procedures which ensure we have a consistent approach to the quality of advice we give our clients, which allows us to stand out from the competition.
The Directors, Paul Lewis and Ashley Parry, have over 50 years of dedicated service between them to a growing number of clients, derived from all walks of life, but all with a common expectation – which is a professional working partnership with their Independent Financial Adviser.
Paul is Level 4 Diploma qualified and a member of the Chartered Insurance Institute. He started his career in 1998, joining Polygon in 2007.
Ashley, who is also level 4 diploma qualified and a member of the London Institute of Banking & Finance, has been with Polygon since 2016. He entered financial services after leaving college and has held a variety of roles, many within the independent advice market,
We pride ourselves on a professional, skilled and qualified approach to solving financial issues and helping you meet the changes and opportunities we all face throughout our lives. It could be helping you manage your investments or retirement plans, protecting your family or business or searching for the right mortgage. Whatever your reason we are on hand to offer unbiased professional Independent Financial Advice.
Polygon Financial continues to grow by a constant stream of recommendations, and currently look after in excess of £95 million of assets under management.
We receive referrals from satisfied clients and professional intermediaries, such as Solicitors, Accountants, and Estate Agents.
We offer a free initial one hour consultation to discuss your circumstances and objectives. We are highly rated on the ‘Vouched For’ website which reviews financial adviser’s professional services. We have over 250 client reviews with an average rating for our services of 4.9/5.
We work hard for our reputation and we are proud of it.