Response rating
7.0/10
FCA verified
26th June 2017

Abbey Lane Financial Associates Limited

Independent Financial Adviser 47 Priory Lane, Penwortham, Lancashire, Preston, PR1 0AS
First meeting at adviser's own cost
Abbey Lane Financial Associates Limited is a successful, well-established Independent Financial Services company, which offers impartial financial planning advice.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Travel
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Oliver Banks
Independent Financial Adviser
Where to find us
About us

Established in 1989, Abbey Lane Financial Associates Limited has been providing professional Financial Planning and Mortgage services to the people of Yorkshire. Based in Sheffield with 25 years experience we pride ourselves on our Independent Status and a professional approach to client’s individual circumstances. Our success has been built around three core principles; integrity, professionalism and impartiality. We specialize in all aspects of Financial Planning and have a comprehensive team of Independent Financial Advisers and various specialists.

Our services

Abbey Lane Financial Associates Limited are a dedicated team of Independent Financial Advisers and Independent Mortgage Advisers, who are supported by an experienced team of administration assistants. Our aim is to put our customers first by sourcing them the most suitable products in the market place to fulfil their needs and objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Abbey Lane Financial Associates Limited is authorised and regulated by the Financial Conduct Authority.
We are entered on the FCA Register 649170 at www.fsa.gov.uk/register/firmSearchForm.do
Abbey Lane Financial Associates Limited is registered at Companies House England and Wales
Company Registration Number: 7853290

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