Backhouse Independent Financial Services Limited

Independent Oakmount House, 9 Carrside, Nelson, Nelson, Nelson, BB9 6RX
Response rating
7.0 /10
FCA verified
14th October 2019
Est 1973. Plain speaking, solution seeking. First meeting at our own cost. <phone number hidden>.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Graham Tracey BA ACII FPFS
Chartered Financial Planner
Chartered Financial Planner Later Life Accredited Adviser
Martin Edwards
Director, Independent Financial Adviser
What our clients say
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
We would like to work with you again, as it is always better to deal with someone you know and trust.
Mrs Shatwell, Cheshire
Where to find us

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

Make an enquiry
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
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value