Honeybee Financial Planners Limited

Independent Financial Adviser 43 Hawkesbury Drive, Penwortham, Preston, Lancashire, PR1 9EH
FCA verified
10th June 2019
Call Mike today on or to discuss how we can help, or request a call back
We can advise you on
    • Ethical investments
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Life insurance
    • Group income protection
    • Group life insurance
    • Group pensions
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
Mike Wellby
Where to find us

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

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 **

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

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
Independent Financial Adviser 1.63 mi
MHA Moore and Smalley is an award-winning provider of accountancy and financial planning services to commercial and private clients.
Financial Adviser (Restricted Whole of Market) 1.68 mi
I offer clear and impartial Pensions and Investment advice, with a completely free, no obligation initial meeting.
Financial Adviser (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