Ark Financial Planning Limited

Independent Financial Adviser  Ark Financial Planning Ltd, Lancashire, Oldham, OL3 5DE
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FCA authorised
Last authorised 26th October 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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Pensions transfer
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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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Investment trusts
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OEICs
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Offshore 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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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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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 income protection
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Group life insurance
Meet our advisers
Philip Perry DipPFS
Director
Philip Stevenson CHARTERED FINANCIAL PLANNER
Chartered Financial Planner
About us

We are a Financial Planning Practice offering a free no obligation initial consultation, after which you will be directed to our most appropriately qualified adviser. We aim to provide the best possible advice through a combination of superior qualifications and experience. To this end our advisers hold specialist qualifications for Taxation and Trusts, Pensions, Mortgages, Savings and Investments, and have combined industry experience of over 40 years.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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