Countrywide Financial Solutions

Independent Financial Adviser 11 Liverpool Road North, Burscough, Lancashire, Ormskirk, L40 5TN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Ranked in FT Adviser Top 100 Financial Advisers 2018, we specialise in planning for retirement.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Chris Whitehead BA(HONS) DipPFS (
Independent Financial Adviser
What our clients say
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
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
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
Where to find us

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

Make an enquiry
About us

We provide specialist advice in:
*helping our clients plan for and achieve a retirement to look forward to;
*making the right choices as retirement approaches;
*managing pensions and investments in the pre and post retirement phase of life.
*passing on accumulated wealth to loved ones.

For expert, independent advice from a caring and knowledgeable team with a proven track record, you've come to the right place.

Our services

Taylor made advice when:
• Planning for retirement;
• Making 'at retirement' decisions;
• Managing pensions and investments in the pre and post retirement phase of life;
• Passing on wealth to the next generation.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Head Office: Countrywide Financial Solutions, 19a Clifton Street, Lytham, Lancashire, FY8 5EP.

Countrywide Financial Solutions is a trading style of G Sturgess Financial Planning Limited, which is an appointed representative of TenetConnect Limited.

G Sturgess Financial Planning Limited is registered in England and Wales under registration number 04967678. Registered office address: 12 Trident Park, Trident Way, Blackburn, BB1 3NU.

We offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document which will be provided at the first meeting.

Tax treatment is based on individual circumstances and may be subject to change in the future.

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The value of investments and income form them may go down. You may not get back the original amount invested.

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