Lancashire FS Ltd

Independent Financial Adviser  804 edenfield rd, Rochdale, OL12 7RB
First meeting at adviser's own cost
With in excess of 25 years industry experience to draw on and hundreds of long term client relationships in place, you will be dealing with a firm that puts your needs first.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Accident & sickness
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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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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Richard Martin
Independent financial adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

What our clients say
He listened , advised/ suggested but never pushed me. I never felt pressurised . He gave me time to make decisions .Always helpful and accomodating.Has continued to give me personal follow up advice and provides regular undates on my individual investment plans.
Carol G, Rochdale
I wanted to take control of my own pension which I have now achieved with Richard's advice. He also re organised my existing savings to claim tax relief I didn't know I could to the extent that the money I got back will cover Richard's fees and more!.
Wayne D, Rochdale
He made what is a very complex world (pensions) a lot more simple and gave me confidence in making a choice out of the new options I have
Roger, Warrington
Provided sound investment advice followed by subsequent advice over a number of year regarding Mortgage, insurance & pension planning
Mike, Huddersfield
Sale of house and redundancy money which we wanted to invest properly. We have both been able to retire in our mid 50's thanks to Richards advice and investment knowledge
Karen, Oldham
About us

Websites -
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Our services

At Lancashire Financial Services we help our clients make the most of their investments and pensions and pay less tax. By offering truly independent advice with the emphasis always on 1st class and personal service to our clients we know we can add long term financial benefit to your position.

Where to find us
Head office address: 804 edenfield rd, Rochdale, Rochdale, OL12 7RB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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