01772 282184
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WELCOME TO MALLARD WEALTH MANAGEMENT
Financial Adviser in Lancashire
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: you, your life, your family, your future.
My understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. I listen to your needs, your hopes, your dreams, and I formulate a plan, which enables me to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call me today on 01772 282184 or email me at stephen.mallard@mallardwealthmanagement.co.uk and I will be pleased to help you.
Mallard Wealth Management is a newly established financial advice firm built around a simple but powerful belief: the client is the most important person in the firm.
Founded by Stephen Mallard, the firm is committed to delivering high-quality, personalised financial advice tailored to each client’s individual circumstances and long-term objectives. At its core, Mallard Financial Management believes that financial planning should be clear, sensible, and free from unnecessary jargon.
Our Main Products
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Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
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Retirement Planning
A regularly reviewed pension plan can help provide a reasonable retirement income.
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Savings & Investment
Investing is what you can do with the savings you have created - if you are looking to generate a greater return on your money.
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
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1
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About you
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We meet together to discuss your personal circumstances and your current financial situation.
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2
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Your Goals & Ambitions
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Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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3
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Analysis
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We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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4
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How to get there
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So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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5
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Implementation
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It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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6
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Review the Plan & Progress Updates
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If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.