Money Advice Clinic
Mortgage Brokers
Money Advice Clinic
OneCoWork, Preston
# Money Advice Clinic
Money Advice Clinic is a Preston-based financial advisory firm that has been helping clients achieve their financial goals since 2004. They provide comprehensive financial guidance tailored to individual circumstances, offering face-to-face, virtual, and telephone consultations with flexibility including Saturday appointments and weekday evenings.
The firm specialises in mortgages, drawing from access to thousands of deals across over 90 lenders whilst handling all paperwork to save clients time and money. They also advise on insurance protection, helping families secure appropriate coverage at competitive rates, and provide will-writing services with clear explanation of options for complete peace of mind.
What sets Money Advice Clinic apart is their holistic approach—financial advice extends beyond product sales to encompass genuine financial planning conversations. They recognise that many clients need guidance thinking through their circumstances, not just transactional recommendations. This philosophy is supported by a network of specialist partners covering pensions, investments, private health insurance, equity release, conveyancing, tax planning, property surveys, and EPC certificates. This partnership model allows clients to access an all-round financial service without multiple appointments elsewhere.
They offer a free initial consultation to understand your aspirations and identify what's holding you back financially. The business prioritises accessibility and convenience, available Monday to Saturday, demonstrating genuine commitment to serving their Preston community's varied schedules and financial needs.
Money Advice Clinic is a Preston-based financial advisory firm that has been helping clients achieve their financial goals since 2004. They provide comprehensive financial guidance tailored to individual circumstances, offering face-to-face, virtual, and telephone consultations with flexibility including Saturday appointments and weekday evenings.
The firm specialises in mortgages, drawing from access to thousands of deals across over 90 lenders whilst handling all paperwork to save clients time and money. They also advise on insurance protection, helping families secure appropriate coverage at competitive rates, and provide will-writing services with clear explanation of options for complete peace of mind.
What sets Money Advice Clinic apart is their holistic approach—financial advice extends beyond product sales to encompass genuine financial planning conversations. They recognise that many clients need guidance thinking through their circumstances, not just transactional recommendations. This philosophy is supported by a network of specialist partners covering pensions, investments, private health insurance, equity release, conveyancing, tax planning, property surveys, and EPC certificates. This partnership model allows clients to access an all-round financial service without multiple appointments elsewhere.
They offer a free initial consultation to understand your aspirations and identify what's holding you back financially. The business prioritises accessibility and convenience, available Monday to Saturday, demonstrating genuine commitment to serving their Preston community's varied schedules and financial needs.
Services offered
Mortgage adviceInsurance adviceWill writingPension guidanceInvestment planningEquity releaseTax planningConveyancing