Member Article

National financial advisor network opens high street branch in Preston

National financial advice firm, Tenet&You is celebrating the opening of a new branch in Preston, following a practice buyout in 2019 which saw the acquisition of independent financial advice firm, Elementum.

The second Tenet&You branch to open in the UK, the new hub will see Tenet&You add £80m of assets under management to its network. The newly refurbished offices on Preston high street, which will open on 21st June 2021, will bolster the company’s presence in the North West and create three new jobs in the local area.

Peter Pearson, Director at Tenet&You’s Preston branch said: “We’re delighted to be joining forces with Tenet&You. The partnership will see us enhance our client offering and increase professional development opportunities for staff. Tenet&You has an excellent knowledge of our values and the way we work, so we’re confident the move will be extremely successful for all involved.”

The Preston hub’s financial advisers have been based in the area since 2008 and have built a strong reputation among residents. With more than XX combined years’ experience in wealth management, inheritance tax planning, mortgages, investments and savings, they will continue to deliver an exceptional service to local clients, with a focus on innovation, openness and honesty.

Peter continued: “Preston is a vibrant hub with a dedicated team of highly qualified advisers that are truly passionate about delivering tailored services to our clients under the Tenet&You name. Our values are very much aligned, and our aim is to ensure that our exisiting and new clients have a sound financial plan in place, to give them complete peace of mind.”

Tenet&You, which is part of Leeds-based Tenet Group, opened its flagship branch in Haddington, East Lothian in November 2020. The Preston offices have undergone a significant refurbishment, partnering with commercial interior design and build company, Design Tonic to provide consistency and branding across all Tenet&You branches in the UK.

The modernised offices have been designed to accommodate Covid-19 safety guidelines, with social distancing measures in place and design elements, furniture and finishes that encourage positivity and boost productivity.

Mark Scanlon, Chief Executive at Tenet said: “We have a concise understanding of the team at Preston and their working practices, as well as the profile of their clients; allowing them to continue to provide expert guidance to individuals and families within the Preston area. I’m delighted that they have chosen to continue their journey with Tenet.” The opening of the Tenet&You Preston branch is part of a wider roll out which will see several Tenet&You hubs opening across the UK in 2021.

This was posted in Bdaily's Members' News section by Lucky North .