Countrywide Financial Solutions

Independent Financial Adviser  11 Liverpool Road North, Bickerstaffe, Lancashire, L39 0ES
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FCA authorised
Last authorised 13th July 2020
Providing professional investment and retirement planning advice, through our local and trusted team for over 20 years.
We can advise you on
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Annuity purchase
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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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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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OEICs
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Offshore investments
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Lump sum
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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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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Chris Whitehead BA(HONS) DipPFS (01704) 896488
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

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 <phone number hidden>. Registered office address: 12 Trident Park, Trident Way, Blackburn, BB1 3NU.

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.

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

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