Honeybee Financial Planners Limited

Independent Financial Adviser  43 Hawkesbury Drive, Preston, Lancashire, PR1 9EH
check
FCA authorised
Last authorised 18th October 2021
Call Mike today on <phone number hidden> or <phone number hidden> to discuss how we can help, or request a call back
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Critical illness
check
Life insurance
check
Estate planning
check
Taxation planning
check
Group Pension/Stakeholder
check
Group income protection
check
Group life insurance
check
Long term care
Meet our advisers
MR Mike Wellby
About us

Honeybee Financial Planners is a small, family business, owned by Christian couple Alison and Mike Wellby. We provide a comprehensive, financial advice and planning service aimed at individuals, families and business owners in the north west. Member of ACFA (Association of Christian Financial Advisers).

Our services

We specialize in providing expert help to the following:
- Small business owners
- Widows
- Divorcees
- Those nearing retirement
- Christians
But the most important thing we do first is to listen - what are your dreams; what are the most important things in your life?
Because only when we know that can we really help you to build a financial plan to encapsulate those dreams and to protect what is most important to you

** We charge fixed annual fees for our financial planning service ranging from £600pa - £2,400pa **

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

43 Hawkesbury Drive, Penwortham, Preston, Lancashire, PR1 9EH

Similar advisers near you

Independent Financial Adviser 0.81 mi
For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
 
Restricted - whole of market 1.68 mi
We specialise in reviewing your personal pension, finding a better deal to make your pension savings work harder for you
 
Restricted - whole of market 1.72 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
Independent Financial Adviser 1.9 mi
For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice