Business Details
50+ Years
experience
Trusted Financial Planning & Investment Management in Preston
At Arena Investment Management, we have dedicated ourselves to simplifying the complexities of financial planning, investment management, and tax planning for over a century. Our structured six-step approach ensures clients receive tailored advice aligned with their unique goals, supported by cashflow modelling to visualise future financial outcomes. With decades of collective experience, our team prioritises transparency, offering fee structures based on service value rather than product sales. We maintain long-term client relationships through regular reviews and a commitment to adapting strategies as circumstances evolve.Our independence allows us to provide unbiased recommendations, collaborating with accountants and solicitors to deliver holistic financial solutions. Clients consistently highlight our integrity and expertise as key reasons for their continued trust. Established in 1919, our legacy of client-centric service remains central to our practice, ensuring clarity and confidence in every financial decision we guide.
Services
Financial Planning
Investment Management
Tax Planning
Cashflow Modelling
Portfolio Review
Details
- Year established: 1919
Highlights and features
- We implement a structured six-step financial planning process for clear outcomes
- Our cashflow modelling visualises your potential future lifestyle with precision
- Transparent fee structures based on service value, not product sales
- Regular portfolio reviews ensure strategies adapt to changing circumstances
- Independent advisory approach free from external institutional influence
What people say
Built strong relationships
Fully involved process
Tax efficient manner
Delighted with solutions
Thorough understanding
Services
Financial Planning
Our structured six-step financial planning process begins with understanding your unique goals through detailed consultations. We analyse existing arrangements, develop tailored strategies using cashflow modelling, and implement solutions aligned with your risk profile. Regular reviews ensure your plan evolves with changing circumstances, maintaining tax efficiency and investment appropriateness.
Investment Management
We create diversified investment portfolios using asset allocation models tailored to your risk tolerance. Our team monitors performance against benchmarks and market conditions, ensuring long-term growth potential. Regular reviews maintain alignment with your financial objectives while adapting to market changes and personal circumstances.
Tax Planning
Specialising in income tax, capital gains tax, and inheritance tax planning, we structure portfolios for maximum tax efficiency. Our approach combines financial planning with strategic tax mitigation, working alongside accountants to ensure compliance with evolving regulations while preserving wealth for future generations.
Cashflow Modelling
Using advanced cashflow modelling techniques, we visualise your potential future financial scenarios. This helps determine sustainable withdrawal rates, retirement planning viability, and the impact of different investment strategies on your long-term financial security.
Portfolio Review
We conduct comprehensive reviews of existing investment arrangements, assessing performance against benchmarks and risk profiles. Our analysis identifies opportunities for consolidation, cost reduction, and improved tax efficiency while ensuring continued alignment with your financial objectives.
People
Stephen Penrose
Managing Director
Leading the firm since 1995, Stephen provides specialised financial advice with advanced qualifications. A keen cyclist and trekker, he brings both professional expertise and personal dedication to client relationships.
Sarah Iqbal
Chartered Financial Planner
With over a decade of experience, Sarah specialises in creating tailored financial solutions. Her expertise combines with a passion for outdoor activities, including summiting Mount Kilimanjaro.
Mark McMahon
Office Manager
Having worked at Arena since 1995, Mark provides continuity and client relationship expertise. His institutional knowledge ensures smooth administrative operations supporting client services.
Edward Penrose
Paraplanner
Joining in 2016, Edward combines compliance expertise with financial planning support. His background in debt management adds valuable perspective to client advisory processes.
Katarzyna Pres
Compliance Supervisor
Known as Kasia, she brings multi-lingual capabilities and compliance expertise from previous roles in insolvency. Her role ensures regulatory adherence across all client interactions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, tax planning, cashflow modelling, and portfolio reviews tailored to personal and business needs.
How are your fees structured?
Initial fees range 1-3% and annual management fees 0.5-1%, based on complexity. We provide transparent cost estimates during your no-obligation initial meeting.
What makes your investment approach unique?
We use asset allocation models tailored to risk profiles, combining long-term growth strategies with regular performance reviews against industry benchmarks.
Do you work with other professional advisors?
Yes, we collaborate with accountants and solicitors to provide holistic financial solutions, ensuring all aspects of your financial planning work cohesively.
How often are financial plans reviewed?
We conduct regular reviews to adapt strategies as circumstances change, maintaining alignment with your evolving financial goals and market conditions.
