Countrywide Financial Solutions

Independent Financial Adviser  11 Liverpool Road North, Bickerstaffe, Lancashire, L39 0ES
First meeting at adviser's own cost
Providing professional investment and retirement planning advice, through our local and trusted team for over 20 years.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 20th January 2020
Meet our advisers
Chris Whitehead BA(HONS) DipPFS (01704) 896488
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
I have always found Chris very professional and personable, he demonstrates high levels of integrity and has very good knowledge and proven experience across a wide cross section of finance & investment areas. I have no hesitation in recommending Chris to anyone looking for sound financial advice and support.
Michael W, Parbold
Chris has provided us with clear and sound advice in relation to financial planning and insurance. Our savings and investments have performed well and provide a sound platform for our family needs. I would have no hesitation in recommending Chris' services to anyone requiring financial advice.
John S, Preston
We have had many meetings with Chris over the past 13 years. We value his financial advice. He has always guided us and advised us admirably. Recently because of his advice, we found that we were in a position to take early retirement. This had been FANTASTIC for us. We hold Chris in high regard and have recommended him to many of our friends and colleagues.
Gerald + Glenis C, Lydiate
About us

We can help you to:
*plan for and achieve your ideal retirement;
*make the right choices in the pre-retirement stage;
*manage your pension and investment portfolios;
*pass on your assets effectively to your beneficiaries.

For expert, independent advice from a local professional adviser with over 20 years' experience, look no further.

Our services

Help our clients:
*overcome their worries and concerns;
*achieve their aims and objectives;
*cut through the reams of paperwork and financial jargon;
*take the hassle and fear factor away;
*to feel confident in the retirement planning process;
* keep on track with scheduled reviews.

Where to find us

11 Liverpool Road North, Burscough, Lancashire, Ormskirk, L40 5TN

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 20th January 2020

Similar advisers near you

Independent Financial Adviser 3.39 mi
Voted as a “Top Rated Independent Financial Adviser in 2018/ 19” as seen in the Times newspaper along with previous awards in 2017/2016/2015/2014 in the UK by his clients through "vouchedfor" for client reviews
 
Independent Financial Adviser 3.39 mi
Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies - Covering the North West. Free initial Meeting.
 
Independent Financial Adviser 3.48 mi
The art and science of financial planning
 
Independent Financial Adviser 3.71 mi
I am passionate about high quality face to face independent financial advice, tailoring my recommendations to individuals personal financial needs.