Helping you to secure a future for you and your family

Honeybee Financial Planners is a trading style of Whittaker Financial Solutions Limited, Glenfield Park Business Centre, Blackburn BB1 5QH.  Whittaker Financial Solutions Limited is authorised and regulated by the FSA, reference number 409239.  

Registered in England and Wales, Company registration number 5090793.

Serving Preston, Lancashire and north west England with advice from Chartered Financial Planner and Certified Financial Planner CM

Academic studies have shown that over 91% of investment returns were derived from asset allocation, compared to 5% from stock selection, 2% from market timing and 2% from other factors.

Therefore we base our service to you on providing a portfolio diversified across different asset classes (such as cash, fixed interest, property and equities).

Of course simply diversifying across different asset classes is not enough, we examine the optimum split dependent on your objectives and on the level of risk of loss you are willing to take over the timescale of your investment.

Because the major asset classes behave differently at different stages of the economic cycle this approach should reduce risk and produce a more consistent and reliable return.