Edward Hart Financial Services Limited

Independent Financial Adviser 23 Whernside Grove, Lancashire, Carnforth, LA5 9XH
FCA verified
9th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
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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