Backhouse Independent Financial Services Limited

Independent Financial Adviser Oakmount House, 9 Carrside, Nelson, Nelson, Nelson, BB9 6RX
Response rating
10/10
FCA verified
12th November 2018
Est 1973. Plain speaking, solution seeking. First meeting at our own cost. .
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
Meet our advisers
Martin Edwards
Director, Independent Financial Adviser
Graham Tracey BA ACII FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
What our clients say
We would like to work with you again, as it is always better to deal with someone you know and trust.
Mrs Shatwell, Cheshire
We are grateful for your sound, professional and much valued advice ... and friendliness and good humour which have been marked features of our association with you.
Mr and Mrs Leyland, Cheshire
Where to find us

Oakmount House, 9 Carrside, Nelson, Nelson, Nelson, BB9 6RX

Contact us
About us

Backhouse has a nice story to tell - a family owned business going back decades - which clients like and trust. Our advisers combine technical knowledge with personal skills - there is nothing more rewarding than when clients become friends. We hold specialist qualifications in several areas: care fees planning (at present we have the only Society of Later Life Advisers accredited adviser in East Lancs), pension options (including the new freedoms), and investment management. Regular contact with our clients is crucial to us.



Regulated by the Financial Conduct Authority.

Our services

We aim beyond the traditional role of an IFA - "you need a pension, you need an ISA" and then telling the client each year how it has performed. Our mission is to help people live the lives they aspire to. Do you want to help your children go to university? What age would you like to retire at? What are your dreams for your retirement? Using cashflow modelling, we can assess the likelihood of goals being met, and what action may make them achievable. In summary, we work with clients on an ongoing sustainable financial plan for life.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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