Truly independent financial advice
We provide independent financial advice to select high net worth individuals & their families, and to business owners & their companies, to help them plan and protect their financial futures. We advise Attorneys and Trustees supporting them in their legal obligations with prudent investments and attentive portfolio management. Our advice is delivered using the latest technology and market leading products, with the support of technical paraplanning & compliance teams, delivering the best possible solutions for our clients. When relevant, we also work alongside strategic expert partners to enhance our clients experience and returns.
Veritas Independent Financial Advice Limited was founded by Sue Swain, a qualified, widely experienced IFA who has worked within financial services for over 25 years.
Continuous development for expert guidance
We commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve our knowledge and skills across all financial planning areas. Support within the firm comes from team members who have also gained higher level qualifications, Chartered status and Fellowships.
We are based in the historic area of Winckley Square in the financial centre of Preston, yet we are blessed to be overlooking the stunning victorian Avenham & Miller Parks. We are supported by our Chartered compliance network L J Financial Planning Ltd in Warrington; we advise mainly throughout the Northwest of England, the Lake District and Cheshire, however we provide advice and services for our clients nationwide.
All of the solutions and services that we offer are tailored to meet our clients’ objectives, providing a personal approach in an increasingly complex financial world.