Backhouse Independent Financial Services Limited

Independent Financial Adviser  Oakmount House, Nelson, Nelson, BB9 6RX
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FCA authorised
Last authorised 10th May 2021
Est 1973. Plain speaking, solution seeking. First meeting at our own cost. <phone number hidden>.
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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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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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Graham Tracey BA ACII FPFS
Chartered Financial Planner
MR Martin Edwards
Director, Independent Financial Adviser
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.

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

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

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