Financial advice firm open new branch in Fulwood

The national financial advice firm Tenet&You has opened a new branch in Preston.

The newly developed offices on Garstang Road, Fulwood, which opened on 19 July, will bolster the company’s presence in the North West and create three new jobs in the local area.

The offices are part of the new retail units just up from Sai Surbhi and the Black Bull pub.

The second branch to open in the UK, the new hub will see the firm add £80m of assets to its network.

Tenet&You is now celebrating following a practice buyout in 2019, which saw the acquisition of independent financial advice firm Elementum.

Peter Pearson, Tenet&You Financial Adviser and former Director of Elementum, said: “We were proud to become part of Tenet&You back in 2019 and are delighted to be the North West hub.

“We can successfully build on the work achieved in the past and the service that we provide to the surrounding areas.”

The Preston hub’s financial advisers and administrators have been based in the area since 2008, building a reputation among residents.

Mark Scanlon, Chief Executive at Tenet, said: “Preston is a vibrant hub with a dedicated team of highly qualified advisers and administrators that are truly passionate about delivering tailored services to clients.

“We aim to ensure that existing and new clients have a sound financial plan in place to give them peace of mind.”

Mark said: “We have a concise understanding of the team at Preston, their values and approach, as well as the profile of their clients, allowing them to continue to guide individuals and families within the Preston area.

“Tenet&You offers financial advice for everyone, and our strong high street presence allows us to help people from varying backgrounds to achieve their life’s ambitions and goals.”

The firm, which is part of Leeds-based Tenet, opened its first branch in Haddington, East Lothian, in November 2020.

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