Welcome to Polygon Financial

Please have a look through the website and if you feel that we might be able to work together, please contact us for an initial discussion or meeting without charge or obligation.

Support for you during the Coronavirus pandemic

We understand that these are uncertain times and you may be concerned. We want to assure you that we are monitoring the Coronavirus situation closely and are adhering to Government advice and other relevant guidelines.

During this time, we’re still providing a first-class service for our valued clients, however, like many businesses how we operate day-to-day may change in order to protect the health and wellbeing of staff, clients and our communities.

Please feel free to contact us directly if you’d like to discuss any concerns you may have.


About us

Polygon Financial was established in 2005 and since then we have grown steadily and we believe that we are one of the few Holistic Financial Planning Specialists in the North West of England.

We have developed unique 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, who are all members of The Personal Finance Society, have many years of dedicated service to a loyal and growing number of clients, derived from all walks of life, but all with a common expectation – they have come to expect a professional working partnership with their Adviser.

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 searching for the right mortgage, protecting the family, providing for retirement, managing your investments, or even growing your business, 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. We receive referrals from satisfied clients and professional intermediaries, such as Solicitors, Accountants, and Estate Agents. The labourer is worthy of his hire and as such, we make no secret about the fact that we charge for our services.

We hold dear to the concept of Treating Customers Fairly. In our dealings with you we will be open, concise and always put your best interests at the forefront of our actions. If for any reason you have occasion to be unhappy with any aspect of our service, as you would expect, we have a robust system to deal with your concerns fairly. For your further peace of mind, we subscribe fully to the Financial Ombudsman Scheme and the Financial Services Compensation Scheme, both bodies of which exist to further consumer protection.


If you feel that we might be able to work together, please contact us on 01200 428899 or email info@polygonfinancial.co.uk for an initial discussion or meeting without charge or obligation.