James Trickett & Son (Financial Services) Ltd.

james trickett & son (financial services) is a well-established wealth management practice, situated in the rossendale valley. the company was set up in 1882 by james trickett at his home on dale view, rawtenstall. in 1997 james trickett (financial services) began operations as an ifa with clive balchin as the principal. we provide advice in the areas of mortgage arrangement, investment planning, retirement planning, life cover & inheritance tax planning. james trickett have cultivated a strong client focused outlook on business and continue to deliver exceptional customer service. we understand that trust is important when choosing a financial adviser and offer no obligation meetings during which you will gauge the calibre of our team and understand why we have a reputation as a trustworthy and valued service among our existing clients. in 2015 our practice became a partner practice of st. james's place wealth management who are a ftse 100 company your home may be repossessed