About Us

Who are we?

We are an IFA company based in Colne, Lancashire offering tailor made Independent Financial advice.

Stuart Mulligan APFS,Certs CII(MP & ER) Chartered Financial Planner

After 11 years of working for a high street bank as a Financial Planning Manager Stuart set up his own company which he has run successfully for the last 9 years.

stuart mulligan

Over the last 9 years the client base has continually grown & evolved as the company has continually adapted to the major changes within the financial services industry. In 2013 Stuart achieved Chartered Financial Planner status which is the aspirational target that the FCA encourage all progressive forward thinking advisers to work towards.

Stuart covers all aspects of financial planning, he particularly enjoys helping clients achieve future financial goals through offering what he believes is an unrivalled level of customer service and attention to detail to ensure that any problems that may arise are quickly and efficiently taken care of thus having a minimal impact on any plans.

He says that when he is receiving customer service he expects it to be of a high standard and bearing this in mind obviously feels that this is what he has to pass on to his clients.

You can contact Stuart via email stuart@smifs.org.uk