Anne Pearson Financial Planning

Independent Financial Adviser  3 Lower Lane, Freckleton, Lancashire, PR4 1HH
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FCA authorised
Last authorised 18th May 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Meet our advisers
Anne Pearson DIP PFS
Financial Adviser
About us

Anne Pearson Financial Planning is a newly formed business although the principal, Anne Pearson has been working as a self employed adviser since 2003. Anne has been working in Financial Services since 1978.

Our services

We work really closely with our clients to build a long and trusting relationship. Some of our clients have been with us for over 20 years and have regularly recommended their family and friends to us. We listen to to our clients and discuss their future plans, then we help them to achieve them.

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

3 Lower Lane, Freckleton, Lancs, PR4 1HH

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