Building solid foundations for a secure financial future

Life’s big questions

Our work encompasses all of life’s major events and we have specialist advisers on hand to navigate your worries.

Can I understand how much money I need to retire?

We know the retirement process like the back of our hands, so there’s no team better equipped to advise you.

Are my investments delivering what I need them to?

Delegate to someone who has experience in delivering what you need from your investments.

How do I make sure my family is secure if I die or fall ill?

Plan ahead to avoid money worries piling up and reaching a point where you’re unable to do anything yourself.

How can I get a mortgage to find my dream home?

Our team of independent mortgage advisers will put their heart and soul into finding the right mortgage for you.

Is equity release the right option for me?

Equity release is a big decision. So big, in fact, that you don’t want to make the decision alone.

How can I take money from my business tax-efficiently?

We’ll work together to achieve the best outcome because we care about you personally and your business.

What do I need to think about when it comes to selling my business?

We’ll be there through every twist and turn, from the first potential sale to telling your employees and beyond.

I’ve received an inheritance, how do I invest it?

Our advisers will go at your pace, advising you on where best to place this newfound money.

How can I minimise the amount of tax paid when I die?

We’ll plan ahead to ensure that more of your wealth goes to the people you choose, rather than the tax office.

About us

We’ve delivered fully independent and unbiased financial advice since 2005. We’re based in Warrington, but through our trusted team of qualified, independent financial planners and mortgage advisers, we help people all around the UK reach financial freedom.

We provide a personal service combined with the perfect mix of technology and research that benefits everyone, especially our clients.

Learn more

Find an adviser

Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.

Irina Marta
Independent Financial Adviser
Gurvinder Singh
Independent Financial Adviser
Graham Carney
Independent Financial Adviser
Jonathan Sharp
Independent Financial Adviser
Darren Weatherby
Independent Financial Adviser
Julius Thompson
Independent Financial Adviser
Tom McCullagh
Independent Financial Adviser
Chate Dosanjh
Independent Financial Adviser
Mark O’Hara
Independent Financial Adviser
Danielle Woodhouse
Independent Financial Adviser
John Field
Independent Financial Adviser
Sham Ahmed
Independent Financial Adviser
Ted Shaw
Independent Financial Adviser
Matthew Parr
Independent Financial Adviser
Matt Birch
Independent Financial Adviser
Sam Vyas
Independent Financial Adviser
Hiren C. Patel
Independent Financial Adviser
Kevin Hamblin
Independent Financial Planner
Ross Keeling
Independent Financial Adviser
Paul Philp DipPFS
Independent Financial Adviser
Mark Wheatley
Independent Financial Adviser
Adu Apraku
Independent Financial Adviser
Chris Carney
Independent Financial Adviser
Fiona Garrett
Independent Financial Adviser
Graham Duggan
Independent Financial Adviser
Ian Carter
Chartered Financial Planner
Ian Thompson
Independent Financial Adviser
Jim Coudis
Independent Financial Adviser
Jim Henderson
Independent Financial Adviser
Malcolm Simpson
Independent Financial Adviser
Adrian Corless
Chartered Financial Planner
Peter Jones
Independent Financial Adviser
Peter Thorp
Independent Financial Adviser
Poonam Chudasama
Independent Financial Adviser
Richard Pierce
Independent Financial Adviser
Robert Curwen-Reed
Independent Financial Adviser
Sam Cartwright
Independent Financial Adviser
Sohail Siddiqui
Independent Financial Adviser
Steven Broady
Independent Financial Adviser
Tony Collier
Independent Financial Adviser

Testimonials

When Arcus advised my late parents, I was very grateful for the patience and sensitivity that was shown. In my own dealings with them, I always feel that I am in safe and competent hands.
My adviser has, at all times, been courteous, professional and provided an exemplary service, often investing significant time and effort into researching issues for which they received no specific financial benefit and did not fall into their remit.
Since becoming redundant, my adviser has provided clarity on the financial issues I was facing and given me the courage to move forward. They also provided good advice on where to invest my savings, which will support me and my partner into old age.
I had reached 55 and was looking to cash in part of my pension. I gave my adviser all my details and he sorted everything out. I had two small pensions which he dealt with, and he was pleasant and professional at all times.
Even though there is a risk of information overload with buying a house, my adviser always explained things thoroughly and calmly which made the process less stressful. It's been incredibly reassuring to have them on our side.
We’ve used our adviser at Arcus for more than 13 years and find that he only gives true and honest advice. He’s never pushy and always puts our best interests first. We’ve recommended him to family and friends and will continue to do so.
From the very start, my adviser made me feel comfortable discussing financial matters and going into great detail to help me understand and make the right decisions for me. He builds up a trusting and friendly relationship.
I am so grateful for the valuable advice my adviser provided and for taking the time to speak with me. He’s truly a great adviser and I will recommend him to my friends and family in the future.