Business Details
50+ Years
experience
Trusted Financial Advisers in Preston
Established in 1919, Arena Investment Management has built a legacy of delivering tailored financial solutions. Our approach centres on understanding clients' unique goals through a structured six-step process, combining cashflow modelling with risk-appropriate investment strategies. As independent advisors since 1995, we prioritise transparency, working collaboratively with clients' existing professionals while maintaining complete autonomy from external influences. Our team of chartered planners and paraplanners brings decades of collective experience, supported by rigorous compliance frameworks and ongoing portfolio reviews.We differentiate ourselves through asset allocation models that balance growth and income objectives, alongside specialist expertise in income tax, capital gains tax, and inheritance tax planning. Client relationships are maintained through regular communication updates and a commitment to jargon-free advice, evidenced by our 96-year track record of referrals from satisfied clients.
Services
Financial Planning
Investment Management
Tax Planning
Cashflow Modelling
Portfolio Review
Details
- Year established: 1919
Highlights and features
- Established in 1919 with continuous family ownership
- Six-step structured financial planning process
- Specialist tax planning expertise across three disciplines
- Transparent fee structure with capped initial charges
- Multi-lingual compliance and paraplanning support
What people say
Long-standing trust
Expert tax advice
Transparent fees
Personalised approach
Effective cashflow modelling
Services
Financial Planning
Our financial planning service establishes personal goals through detailed consultations. Using cashflow modelling, we create tailored strategies reviewed regularly to adapt to changing circumstances. The six-step process ensures clarity and long-term alignment with client objectives.
Investment Management
Specialist investment management utilises asset allocation models matched to risk profiles. We analyse existing portfolios and recommend diversified solutions for growth, income, or balanced objectives. Ongoing reviews ensure continued suitability and tax efficiency.
Tax Planning
Comprehensive tax planning covers income tax, capital gains tax, and inheritance tax. We collaborate with accountants to structure portfolios for maximum tax efficiency while aligning with broader financial objectives. Strategies adapt to changing legislation.
Portfolio Review
Existing portfolio reviews assess performance against benchmarks using industry tools. We evaluate risk appropriateness, charges, and tax efficiency. Recommendations ensure investments remain aligned with current financial plans and objectives.
Cashflow Modelling
Cashflow modelling visualises future financial scenarios based on current plans. This helps clients understand potential lifestyle outcomes and make informed decisions about investment strategies and retirement planning.
People
Stephen Penrose
Managing Director
Managing Director since 1995 with advanced financial qualifications. Specialises in specialist advice delivery. Enjoys cycling to work and trekking expeditions.
Sarah Iqbal
Chartered Financial Planner
Over ten years' experience in financial services. Joined Arena in 2025. Specialises in client-focused financial planning solutions.
Mark McMahon
Office Manager
Office manager with continuous service since 1995. Maintains key client relationships and operational knowledge.
Edward Penrose
Paraplanner
Paraplanner since 2016 supporting administrative functions while completing professional examinations.
Katarzyna Pres
Compliance Supervisor
Multi-lingual compliance supervisor with prior debt management experience. Joined Arena to strengthen compliance frameworks.
Questions
Are you truly independent financial advisors?
Yes, we have complete autonomy from external influences and only represent our clients' interests.
How do you charge for services?
We charge transparent fees based on work complexity, with initial fees capped between 1-3% and annual management fees 0.5-1%.
Can you review existing investment portfolios?
Yes, we analyse existing arrangements using industry tools to assess performance and risk appropriateness.
Do you work with other professionals?
We collaborate with accountants and solicitors to ensure comprehensive financial solutions.
How often are plans reviewed?
We recommend regular reviews to adapt to changing circumstances and ensure continued plan effectiveness.
What tax planning services do you offer?
Specialist expertise in income tax, capital gains tax, and inheritance tax planning with accountant collaboration.
