Edward Hart Financial Services Limited

Independent Financial Adviser 23 Whernside Grove, Lancashire, Carnforth, LA5 9XH
FCA verified
18th February 2019
We can advise you on
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Edward Hart
Where to find us

23 Whernside Grove, Lancashire, Carnforth, LA5 9XH

About us

As an Independent Financial Advisor, my clients benefit from my expertise in three main areas;
1. During the years that clients need a mortgage I advise on & arrange the mortgage deals that best suit their requirements.
2. I help ensure clients have sufficient funds to enjoy their retirement, then once they reach retirement age I help them plan their income requirements, arranging & monitoring the best medium for them to access their money.
3. Ensuring that clients savings and investments work as hard as possible for them, helping them to accumulate the capital that they require to realise their ambitions and dreams.

I do this via a personal and professional service that is tailored to meet each individual clients needs & expectations.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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