James Trickett & Son has been providing financial advice to individuals and businesses for almost 130 years. We offer advice on any money related matter, whether you are looking to invest, save or protect it.
We’re a small organisation and we’re proud of it. It means clients get to call us by our first names not some anonymous call centre. We can offer you an individual service as we understand that everyone’s needs are different. Unlike many other financial firms we have the advantage of being able to personalise each case – everything is made to fit your requirements. We get to know each of our clients, and you get to know us, and build long-lasting relationships.
Set up in 1882 by James Trickett, from his home at Dale View, Rawtenstall, the business continued to grow until it moved to offices on Bank Street in Rawtenstall in 1920, where we continue to operate from today.
What do we do? In short we help people:
We help individuals protect the welfare of their families should something unfortunate happen.
We help those wanting to invest their savings to get the best income or profit they can from it.
We also help small businesses as well as larger organisations, who may be looking to offer employees the benefits of a company pension scheme.
Our fully qualified advisers – that’s Clive, Richard and Jane to you - have extensive experience, having worked with accountants, solicitors and estate agents, and provide a friendly, professional and independent service to every individual and business they meet.
We deal with the leading life companies and investment houses so that only the very best products and solutions are considered for your needs. Our team will always provide ethical advice that is tailored to the needs of each company and client we see.
We believe this philosophy is the key to our success, and why new companies and individuals seek us out to represent them.