Truly independent financial advice
We provide independent financial advice to business owners, companies, families and individuals to help plan for their financial futures. This is delivered with the support of compliance, technical, paraplanning, sales support and finance teams using the latest technology and market leading products to deliver the best possible solutions for our clients.
Veritas Independent Financial Advice Limited was founded by Sue Swain, a qualified, 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 and individual Chartered status and Fellowships.
We are based in the historic area of Winckley Square in the centre of Preston, yet we are blessed to be overlooking the stunning victorian Avenham & Miller Parks. We are supported by our compliance network at 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 throughout the UK and Europe.
All of the products and services that we offer are tailored to meet our clients’ objectives, providing a personal approach in a complex financial world.