Polygon Financial Ltd

Polygon Financial Ltd Since 2005 Polygon Financial have grown steadily and we believe that we are one of the few Holistic Financial Planning Specialists in the North West.

This afternoon, Paul, Ashley, Louise, Sophie and the recently retired Sharon celebrated our 20th anniversary in business...
04/04/2025

This afternoon, Paul, Ashley, Louise, Sophie and the recently retired Sharon celebrated our 20th anniversary in business with a fantastic meal at Northcote Manor. We were also joined by Kevin, the founder of Polygon who retired in 2019. Thanks again to all our clients past and present for your continued confidence and support. Here’s to the next 20 years 😀

It’s now only a month until the end of the tax year. Have you used your 2024/2025 ISA allowance - there is still time. G...
05/03/2025

It’s now only a month until the end of the tax year. Have you used your 2024/2025 ISA allowance - there is still time. Give us a call to see how we can help ☎️ 01200 428899

2025 marks our 20th year in business providing Independent Financial Advice.  Thank you to our loyal clients and team fo...
28/01/2025

2025 marks our 20th year in business providing Independent Financial Advice. Thank you to our loyal clients and team for making this milestone possible.

Congratulations to the winner of our annual Polygon golf day, Andy. Thank you to all who attended and to Pleasington Gol...
18/06/2024

Congratulations to the winner of our annual Polygon golf day, Andy. Thank you to all who attended and to Pleasington Golf Club for hosting once again

Today we say a temporary goodbye to Sophie as she starts her maternity leave ready to welcome her baby boy in a few week...
17/05/2024

Today we say a temporary goodbye to Sophie as she starts her maternity leave ready to welcome her baby boy in a few weeks. We also welcome back Sharon (flowers are for her birthday tomorrow) who we’ve coaxed out of retirement and has kindly agreed to cover Sophie’s maternity leave. Good luck to Sophie and welcome back Sharon from everyone at Polygon

As we are now in the new tax year don’t forget to top up your ISA. Annual contribution limit of £20,000. Give us a call ...
18/04/2024

As we are now in the new tax year don’t forget to top up your ISA. Annual contribution limit of £20,000. Give us a call ☎️ 01200 428899 or drop us an email 📧 [email protected] if you want to know more.

Sorry we have been a bit quiet on here. We’ve had a busy start to 2024. We really appreciate client feedback showing our...
27/03/2024

Sorry we have been a bit quiet on here. We’ve had a busy start to 2024. We really appreciate client feedback showing our hard work is paying off. Thank you to all our clients who continue to support us. , 

Our office is now closed.  We will reopen on 3rd January at 9am.  We wish you all a Merry Christmas and a Happy New Year...
20/12/2023

Our office is now closed. We will reopen on 3rd January at 9am. We wish you all a Merry Christmas and a Happy New Year. See you in 2024

Congratulations to David the latest winnner of our corporate golf day. Well done. Thanks to Pleasington Golf Club for ho...
21/06/2023

Congratulations to David the latest winnner of our corporate golf day. Well done. Thanks to Pleasington Golf Club for hosting.

Today we say see you soon to our Shaz (or spike as Kevin our former MD fondly nicknamed her) Sharon has been an integral...
26/05/2023

Today we say see you soon to our Shaz (or spike as Kevin our former MD fondly nicknamed her) Sharon has been an integral part of Polygon for over 12 years and helped make us the successful business we are today. Enjoy your retirement with Andy, Alisha and Bongo 🐶. Don’t be a stranger.

The 2022/2023 tax year end is fast approaching. Don’t forget to make use of your ISA allowance. Get in touch to discuss ...
15/02/2023

The 2022/2023 tax year end is fast approaching. Don’t forget to make use of your ISA allowance. Get in touch to discuss all your investment and pension needs. 📞01200 428899

Happy New Year. If one of your New Year’s resolutions is to get your finances in shape - give us a call 📞 01200 428899  ...
03/01/2023

Happy New Year. If one of your New Year’s resolutions is to get your finances in shape - give us a call 📞 01200 428899

Address

34 Wellgate
Clitheroe
BB72DP

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+441200428899

Alerts

Be the first to know and let us send you an email when Polygon Financial Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share