Able Financial Ltd

Independent Financial Adviser 59 Astley Hall Drive, Astley, Tyldesley, Lancashire, Manchester, M29 7TX
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
18th November 2019
A local firm with a great reputation due to the level of adviser qualifications and the quality of service given.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Unit trusts
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group Pension/Stakeholder
Meet our advisers
Andrew Rostron FPFS EFP
Managing Director
Accreditations
Chartered Financial Planner
What our clients say
We've used Andy for nearly 20 years on a variety of services, but more recently for various lump sum investments which have all been to our satisfaction and professionally handled.
Colin & Chris Green, Radcliffe
A first class service when it came to take my pension income getting me 30% more than my existing pension provider.
Brenda Waddington, Westhoughton
Andy has helped me with retirement, investment, tax and trust planning for myself and my family. We've always been happy with his service over the years.
Colin Quigley, Worsley
Andy has always been knowledgeable but takes care to ensure I've always understood the advice he's given me on my pension plans and helping me mitigate taxation on my estate by efficient planning ensuring my family will be taken care of.
Jeanette Williams, Wigan
Andy helped me recently with my deferred Barclays Defined Benefit scheme, and helped me understand my options, the advantages, and disadvantages very clearly. It resulted in me being able to retire earlier than expected.
Denise Conroy, Prestwich
Andy has helped us retire fully recently giving us clear and informed information on all our options regarding the company and personal pension schemes we hold, along with tax mitigation and Investment advice, has helped to provide a full and comprehensive service.
Phil & Helena Nuttall, Bury
I've always relied on Andy for my Retirement Planning, and due to all the work undertaken over the last 15 years via Andy, I have now retired fully into a very comfortable early retirement.
Daniel Menzies, Atherton
Where to find us

59 Astley Hall Drive, Astley, Tyldesley, Lancashire, Manchester, M29 7TX

Make an enquiry
About us

Able Financial Ltd has a wealth of experience with the director being professionally involved in the industry for over 36 years.

A strong brand that's well established and appreciated by our personal clients who have used our services in most cases 20 years or more.

An in depth service offering advice that allows clients to make informed decisions based upon a clear understanding of all their options.

This gives confidence which ensures repeat and ongoing service.

This added value has resulted in long term relationships with all our clients.

As a Chartered Financial Planner I'm committed to delivering better value and choice for my clients.

By being Independent, I am not tied to any product provider nor restricted in the areas of advice I can help with, so I can and do access the whole of the market to find the best solutions for my clients.

We take great pride in the quality of our advice to help achieve your financial objectives.

We are Specialist qualified pension consultants, one of a few in this area.

We are authorised to advise on all type of pension arrangements including safeguarded, guaranteed, occupational pensions, defined benefits, including transfer services.

Our services

RETIREMENT PLANNING

Pre-retirement:- Advising on retirement plans eg. Personal Pensions, Self Invested Personal Pensions.

At retirement:- Advising on the retirement options from your pension funds.

Post retirement:- This is a diverse area that includes maximising income from existing investments in the most tax efficient manner.

INVESTMENT PLANNING

I help to grow and protect my client’s wealth by designing and implementing tailored, tax efficient, financial solutions and strategies.

Home or workplace visits arranged to suit your requirements and convenience .

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0